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 9-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 | $28,681 | $61,272-53.2% | $149,673-80.8% | $71,457-59.9% |
| Participation rate | 81.3% | 62.5%+18.7pp | 78.8%+2.5pp | 67.9%+13.3pp |
| Annual return | 16.23% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,039 | $2,378-14.3% | $4,818-57.7% | $2,588-21.2% |
| Participant deferral / active EE | $2,024 | $2,917-30.6% | $5,680-64.4% | $4,289-52.8% |
| Admin fee / account holder | $241 | $1,261-80.9% | $13,210-98.2% | $1,587-84.8% |