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 | $48,724 | $95,274-48.9% | $135,903-64.1% | $74,419-34.5% |
| Participation rate | 83.7% | 78.2%+5.5pp | 81.9%+1.8pp | 70.7%+12.9pp |
| Annual return | 21.74% | 32.77%-11.0pp | 68.23%-46.5pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,071 | $3,874-46.5% | $4,856-57.3% | $2,637-21.5% |
| Participant deferral / active EE | $4,782 | $7,782-38.5% | $7,758-38.4% | $4,528+5.6% |
| Admin fee / account holder | $155 | $266-41.7% | $10,762-98.6% | $348-55.4% |