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 7-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.
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 | $36,625 | $80,724-54.6% | $103,333-64.6% | $74,495-50.8% |
| Participation rate | 70.5% | 65.7%+4.8pp | 74.5%-4.0pp | 67.2%+3.3pp |
| Annual return | 13.68% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,338 | $3,157+5.7% | $3,868-13.7% | $2,623+27.3% |
| Participant deferral / active EE | $4,297 | $3,860+11.3% | $5,057-15.0% | $4,346-1.1% |
| Admin fee / account holder | $14 | $2,368-99.4% | $8,355-99.8% | $1,942-99.3% |