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 | $79,184-41.5% | $102,438-54.8% | $74,546-37.9% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 19.29% | 54.95%-35.7pp | 29.37%-10.1pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $3,041 | $2,362+28.8% | $3,024+0.6% | $2,624+15.9% |
| Participant deferral / active EE | $5,604 | $4,414+26.9% | $5,054+10.9% | $4,347+28.9% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,448-99.7% | $1,944-98.8% |