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 | $102,866 | $58,208+76.7% | $81,812+25.7% | $80,856+27.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 75.19% | 41.66%+33.5pp | 773.79%-698.6pp | 35.59%+39.6pp |
| Employer contribution / active EE | $5,032 | $2,340+115.1% | $2,912+72.8% | $2,755+82.7% |
| Participant deferral / active EE | $3,076 | $3,281-6.3% | $4,319-28.8% | $4,296-28.4% |
| Admin fee / account holder | $75 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |