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 3-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 | $20,352 | $81,233-74.9% | $155,567-86.9% | $80,874-74.8% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.9pp | 67.6%+18.4pp |
| Annual return | 20.51% | 33.33%-12.8pp | 64.74%-44.2pp | 35.62%-15.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,574 | $3,452+90.4% | $5,628+16.8% | $4,297+53.0% |
| Admin fee / account holder | $29 | $7,998-99.6% | $15,916-99.8% | $6,935-99.6% |