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.
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 | $2,345 | $25,014-90.6% | $69,647-96.6% | $80,856-97.1% |
| Participation rate | 70.0% | 64.2%+5.8pp | 66.5%+3.5pp | 67.6%+2.4pp |
| Annual return | 13.63% | 19.07%-5.4pp | 100.48%-86.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $226 | $993-77.3% | $1,712-86.8% | $2,755-91.8% |
| Participant deferral / active EE | $961 | $1,839-47.7% | $2,886-66.7% | $4,296-77.6% |
| Admin fee / account holder | $11 | $2,488-99.6% | $4,713-99.8% | $6,918-99.8% |