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 | $21,761 | $61,272-64.5% | $149,673-85.5% | $71,457-69.5% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.0pp | 67.9%+15.9pp |
| Annual return | 15.00% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $692 | $2,378-70.9% | $4,818-85.6% | $2,588-73.3% |
| Participant deferral / active EE | $1,762 | $2,917-39.6% | $5,680-69.0% | $4,289-58.9% |
| Admin fee / account holder | $173 | $1,261-86.3% | $13,210-98.7% | $1,587-89.1% |