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 | $52,324 | $48,230+8.5% | $67,502-22.5% | $80,856-35.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.61% | 18.28%-3.7pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,215 | $2,020+9.7% | $2,731-18.9% | $2,755-19.6% |
| Participant deferral / active EE | $2,215 | $2,924-24.3% | $4,000-44.6% | $4,296-48.4% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |