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 | $119,496 | $48,230+147.8% | $67,502+77.0% | $80,856+47.8% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 18.11% | 18.28%-0.2pp | 3512.12%-3494.0pp | 35.59%-17.5pp |
| Employer contribution / active EE | $10,839 | $2,020+436.7% | $2,731+296.9% | $2,755+293.4% |
| Participant deferral / active EE | $5,359 | $2,924+83.3% | $4,000+34.0% | $4,296+24.8% |
| Admin fee / account holder | $29 | $3,681-99.2% | $3,998-99.3% | $6,918-99.6% |