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 | $141,832 | $82,664+71.6% | $125,339+13.2% | $68,494+107.1% |
| Participation rate | 90.8% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | 444.99% | -5.97%+451.0pp | 572.05%-127.1pp | -7.84%+452.8pp |
| Employer contribution / active EE | $3,457 | $3,381+2.3% | $4,814-28.2% | $2,596+33.2% |
| Participant deferral / active EE | $7,465 | $6,110+22.2% | $7,446+0.2% | $4,027+85.4% |
| Admin fee / account holder | $122 | $6,275-98.1% | $10,010-98.8% | $5,403-97.7% |