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 | $50,709 | $106,028-52.2% | $146,958-65.5% | $77,643-34.7% |
| Participation rate | 89.0% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.4pp |
| Annual return | 61.52% | 56.73%+4.8pp | 418.34%-356.8pp | 31.24%+30.3pp |
| Employer contribution / active EE | $3,211 | $4,063-21.0% | $4,933-34.9% | $2,726+17.8% |
| Participant deferral / active EE | $6,992 | $7,990-12.5% | $8,070-13.4% | $4,647+50.5% |
| Admin fee / account holder | $158 | $337-53.1% | $12,998-98.8% | $430-63.2% |