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 | $43,204 | $122,186-64.6% | $146,958-70.6% | $199,593-78.4% |
| Participation rate | 96.8% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 15.81% | 30.56%-14.8pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $1,918 | $4,093-53.1% | $4,933-61.1% | $3,034-36.8% |
| Participant deferral / active EE | $4,505 | $8,502-47.0% | $8,070-44.2% | $5,087-11.4% |
| Admin fee / account holder | $43 | $179-76.2% | $12,998-99.7% | $269-84.2% |