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 7-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 | $72,070 | $86,286-16.5% | $111,297-35.2% | $85,850-16.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.65% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,403 | $2,043+17.6% | $2,731-12.0% | $2,565-6.3% |
| Participant deferral / active EE | $6,149 | $3,641+68.9% | $4,487+37.0% | $3,952+55.6% |
| Admin fee / account holder | $56 | $8,188-99.3% | $7,964-99.3% | $6,260-99.1% |