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 | $87,361 | $50,637+72.5% | $86,590+0.9% | $62,292+40.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.36% | 20.80%+0.6pp | 964.84%-943.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $4,622 | $2,075+122.7% | $2,839+62.8% | $2,042+126.3% |
| Participant deferral / active EE | $2,821 | $2,611+8.0% | $3,609-21.8% | $3,169-11.0% |
| Admin fee / account holder | $2 | $413-99.5% | $4,906-100.0% | $479-99.5% |