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 | $46,307 | $79,171-41.5% | $102,423-54.8% | $74,495-37.8% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 19.29% | 54.93%-35.6pp | 29.32%-10.0pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $3,041 | $2,362+28.7% | $3,023+0.6% | $2,623+15.9% |
| Participant deferral / active EE | $5,604 | $4,415+26.9% | $5,053+10.9% | $4,346+28.9% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.8% |