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 | $106,715 | $70,908+50.5% | $98,907+7.9% | $73,488+45.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 23.93% | 34.17%-10.2pp | 196.43%-172.5pp | 28.51%-4.6pp |
| Employer contribution / active EE | $3,998 | $2,036+96.3% | $2,689+48.7% | $2,270+76.1% |
| Participant deferral / active EE | $5,169 | $3,500+47.7% | $4,244+21.8% | $3,740+38.2% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |