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 | $34,001 | $91,190-62.7% | $178,490-81.0% | $79,858-57.4% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+14.0pp |
| Annual return | 18.25% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,613 | $3,256-50.5% | $5,011-67.8% | $2,471-34.7% |
| Participant deferral / active EE | $1,974 | $3,236-39.0% | $5,202-62.1% | $3,740-47.2% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |