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 | $162,021 | $102,553+58.0% | $151,611+6.9% | $66,914+142.1% |
| Participation rate | 89.0% | 85.5%+3.5pp | 87.5%+1.5pp | 69.8%+19.2pp |
| Annual return | -15.22% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $14,759 | $6,641+122.3% | $8,363+76.5% | $4,237+248.4% |
| Admin fee / account holder | $2 | $630-99.8% | $11,616-100.0% | $593-99.7% |