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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,450 | $100,227-83.6% | $169,993-90.3% | $74,419-77.9% |
| Participation rate | 91.4% | 87.3%+4.1pp | 87.0%+4.4pp | 70.7%+20.7pp |
| Annual return | 766.82% | 66.08%+700.7pp | 53.37%+713.4pp | 34.38%+732.4pp |
| Employer contribution / active EE | $2,256 | $4,263-47.1% | $6,785-66.8% | $2,637-14.5% |
| Participant deferral / active EE | $4,214 | $7,143-41.0% | $10,408-59.5% | $4,528-6.9% |
| Admin fee / account holder | $9 | $234-96.3% | $12,815-99.9% | $348-97.5% |