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 | $147,462 | $86,791+69.9% | $115,037+28.2% | $59,188+149.1% |
| Participation rate | 76.5% | 72.8%+3.6pp | 81.4%-4.9pp | 69.4%+7.0pp |
| Annual return | 1.46% | 4.44%-3.0pp | 26.14%-24.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $4,659 | $2,950+58.0% | $4,608+1.1% | $2,098+122.1% |
| Participant deferral / active EE | $8,436 | $5,298+59.2% | $6,026+40.0% | $3,265+158.4% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |