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 | $57,184 | $60,989-6.2% | $60,874-6.1% | $66,914-14.5% |
| Participation rate | 84.1% | 74.5%+9.6pp | 73.1%+11.0pp | 69.8%+14.3pp |
| Annual return | -12.08% | -9.60%-2.5pp | 16.90%-29.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,540 | $3,615-29.7% | $3,817-33.5% | $4,237-40.1% |
| Admin fee / account holder | $24 | $338-92.9% | $3,224-99.3% | $593-95.9% |