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 10-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,211 | $48,795+45.9% | $65,493+8.7% | $84,808-16.0% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.4pp |
| Annual return | 11.97% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,922 | $1,930+51.4% | $2,574+13.5% | $2,631+11.1% |
| Participant deferral / active EE | $6,264 | $2,928+113.9% | $3,961+58.1% | $4,212+48.7% |
| Admin fee / account holder | $102 | $3,877-97.4% | $5,028-98.0% | $7,344-98.6% |