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 | $36,874 | $60,989-39.5% | $60,874-39.4% | $66,914-44.9% |
| Participation rate | 71.3% | 74.5%-3.2pp | 73.1%-1.8pp | 69.8%+1.5pp |
| Annual return | -14.18% | -9.60%-4.6pp | 16.90%-31.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,697 | $2,661+1.4% | $2,701-0.2% | $2,544+6.0% |
| Participant deferral / active EE | $3,991 | $3,615+10.4% | $3,817+4.6% | $4,237-5.8% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |