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 | $93,838 | $58,208+61.2% | $81,812+14.7% | $80,856+16.1% |
| Participation rate | 91.5% | 63.4%+28.1pp | 72.3%+19.2pp | 67.6%+23.9pp |
| Annual return | 13.51% | 41.66%-28.1pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,501 | $2,340+135.1% | $2,912+88.9% | $2,755+99.7% |
| Participant deferral / active EE | $12,066 | $3,281+267.8% | $4,319+179.4% | $4,296+180.9% |
| Admin fee / account holder | $18 | $4,981-99.6% | $7,386-99.8% | $6,918-99.7% |