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 | $65,856 | $98,750-33.3% | $149,696-56.0% | $79,858-17.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.2pp |
| Annual return | 16.31% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,897 | $3,216-9.9% | $4,644-37.6% | $2,471+17.2% |
| Participant deferral / active EE | $5,443 | $5,680-4.2% | $6,842-20.4% | $3,740+45.5% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |