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 | $69,702 | $100,801-30.9% | $149,696-53.4% | $73,409-5.1% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 22.90% | 265.34%-242.4pp | 276.60%-253.7pp | 59.29%-36.4pp |
| Employer contribution / active EE | $7,279 | $3,312+119.8% | $4,644+56.7% | $2,234+225.9% |
| Participant deferral / active EE | $10,112 | $6,404+57.9% | $6,842+47.8% | $3,805+165.7% |
| Admin fee / account holder | $2 | $181-99.0% | $9,309-100.0% | $158-98.8% |