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 | $29,233 | $76,670-61.9% | $96,683-69.8% | $71,457-59.1% |
| Participation rate | 97.9% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 26.45% | 48.29%-21.8pp | 35.69%-9.2pp | 28.85%-2.4pp |
| Employer contribution / active EE | $5,529 | $3,031+82.4% | $3,737+48.0% | $2,588+113.7% |
| Participant deferral / active EE | $10,059 | $3,771+166.7% | $4,878+106.2% | $4,289+134.5% |
| Admin fee / account holder | $20 | $2,028-99.0% | $6,730-99.7% | $1,587-98.7% |