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 | $37,297 | $80,724-53.8% | $103,333-63.9% | $74,495-49.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $12,222 | $3,157+287.1% | $3,868+216.0% | $2,623+366.0% |
| Participant deferral / active EE | $2,010 | $3,860-47.9% | $5,057-60.3% | $4,346-53.7% |
| Admin fee / account holder | $28 | $2,368-98.8% | $8,355-99.7% | $1,942-98.6% |