See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,422 | $49,915-25.0% | $154,803-75.8% | $74,304-49.6% |
| Participation rate | 88.1% | 54.0%+34.1pp | 78.1%+10.0pp | 60.3%+27.7pp |
| Annual return | 22.06% | 34.06%-12.0pp | 58.88%-36.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,500 | $2,255+365.7% | $5,540+89.5% | $3,767+178.7% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |