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 9-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 | $64,297 | $98,750-34.9% | $149,696-57.0% | $79,858-19.5% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 26.18% | 27.43%-1.2pp | 276.60%-250.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $3,524 | $3,216+9.5% | $4,644-24.1% | $2,471+42.6% |
| Participant deferral / active EE | $6,010 | $5,680+5.8% | $6,842-12.2% | $3,740+60.7% |
| Admin fee / account holder | $50 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |