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 | $54,429 | $50,464+7.9% | $75,781-28.2% | $52,331+4.0% |
| Participation rate | 99.1% | 66.8%+32.4pp | 75.8%+23.3pp | 68.1%+31.0pp |
| Annual return | -0.03% | 1.03%-1.1pp | 9.68%-9.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,529 | $1,988+127.8% | $3,323+36.3% | $1,882+140.7% |
| Participant deferral / active EE | $1,604 | $2,570-37.6% | $3,651-56.1% | $3,022-46.9% |
| Admin fee / account holder | $207 | $1,103-81.2% | $5,299-96.1% | $592-65.0% |