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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,961 | $95,416-73.8% | $185,823-86.6% | $85,850-70.9% |
| Participation rate | 85.5% | 68.8%+16.8pp | 81.7%+3.8pp | 69.3%+16.2pp |
| Annual return | 18.25% | 23.59%-5.3pp | 122.05%-103.8pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,380 | $3,314-28.2% | $5,167-53.9% | $2,565-7.2% |
| Participant deferral / active EE | $5,057 | $3,423+47.7% | $5,568-9.2% | $3,952+28.0% |
| Admin fee / account holder | $123 | $7,213-98.3% | $16,237-99.2% | $6,260-98.0% |