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 | $37,353 | $95,416-60.9% | $185,823-79.9% | $85,850-56.5% |
| Participation rate | 71.2% | 68.8%+2.5pp | 81.7%-10.5pp | 69.3%+1.9pp |
| Annual return | 15.50% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,307 | $3,314-60.5% | $5,167-74.7% | $2,565-49.0% |
| Participant deferral / active EE | $2,057 | $3,423-39.9% | $5,568-63.1% | $3,952-47.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |