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 | $58,496 | $57,354+2.0% | $83,848-30.2% | $64,186-8.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.86% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $10,567 | $2,545+315.2% | $3,631+191.0% | $2,381+343.8% |
| Participant deferral / active EE | $2,845 | $2,993-4.9% | $4,082-30.3% | $3,470-18.0% |
| Admin fee / account holder | $44 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |