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 | $54,902 | $64,119-14.4% | $112,228-51.1% | $66,914-18.0% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.1%-1.3pp | 69.8%+4.0pp |
| Annual return | -16.84% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,996 | $3,005-33.6% | $3,635-45.1% | $2,544-21.5% |
| Participant deferral / active EE | $2,683 | $3,693-27.3% | $4,728-43.2% | $4,237-36.7% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |