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 | $84,649 | $102,317-17.3% | $146,958-42.4% | $80,856+4.7% |
| Participation rate | 93.3% | 75.8%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 12.33% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,390 | $3,713-8.7% | $4,933-31.3% | $2,755+23.1% |
| Participant deferral / active EE | $8,703 | $6,644+31.0% | $8,070+7.8% | $4,296+102.6% |
| Admin fee / account holder | $33 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |