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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $676,204 | $88,324+665.6% | $115,037+487.8% | $55,191+1125.2% |
| Participation rate | 85.2% | 72.5%+12.6pp | 81.4%+3.8pp | 69.2%+16.0pp |
| Annual return | 1.35% | 6.30%-4.9pp | 26.14%-24.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $19,639 | $2,805+600.2% | $4,608+326.2% | $1,899+934.3% |
| Participant deferral / active EE | $14,615 | $5,042+189.8% | $6,026+142.5% | $3,046+379.7% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |