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 | $44,954 | $61,156-26.5% | $185,823-75.8% | $79,386-43.4% |
| Participation rate | 79.2% | 66.6%+12.5pp | 81.7%-2.5pp | 70.7%+8.5pp |
| Annual return | 15.17% | 19.45%-4.3pp | 122.05%-106.9pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,051 | $2,321-54.7% | $5,167-79.7% | $2,427-56.7% |
| Participant deferral / active EE | $2,947 | $2,789+5.7% | $5,568-47.1% | $4,046-27.2% |
| Admin fee / account holder | $267 | $710-62.3% | $16,237-98.4% | $626-57.3% |