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.
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 | $22,848 | $58,320-60.8% | $86,436-73.6% | $66,914-65.9% |
| Participation rate | 91.6% | 78.6%+13.0pp | 80.3%+11.3pp | 69.8%+21.8pp |
| Annual return | -14.95% | -9.71%-5.2pp | 4394.89%-4409.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,466 | $6,899+95.2% | $6,952+93.7% | $4,237+217.8% |
| Admin fee / account holder | $26 | $546-95.3% | $6,731-99.6% | $593-95.7% |