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 6-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 | $33,918 | $54,701-38.0% | $86,188-60.6% | $71,457-52.5% |
| Participation rate | 98.1% | 60.1%+38.0pp | 69.0%+29.1pp | 67.9%+30.2pp |
| Annual return | 42.42% | 20.06%+22.4pp | 1168.45%-1126.0pp | 28.85%+13.6pp |
| Employer contribution / active EE | $4,156 | $1,265+228.5% | $2,380+74.6% | $2,588+60.6% |
| Participant deferral / active EE | $12,297 | $3,108+295.6% | $3,985+208.5% | $4,289+186.7% |
| Admin fee / account holder | $21 | $1,922-98.9% | $6,852-99.7% | $1,587-98.7% |