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 | $37,472 | $27,641+35.6% | $61,373-38.9% | $68,494-45.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -20.45% | -13.24%-7.2pp | 338.61%-359.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,123 | $695+205.3% | $1,159+83.1% | $2,596-18.2% |
| Participant deferral / active EE | $3,165 | $1,263+150.5% | $2,125+48.9% | $4,027-21.4% |
| Admin fee / account holder | $7 | $2,010-99.6% | $2,130-99.7% | $5,403-99.9% |