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 | $37,624 | $81,474-53.8% | $133,956-71.9% | $73,488-48.8% |
| Participation rate | 87.7% | 76.4%+11.3pp | 79.8%+7.8pp | 70.7%+17.0pp |
| Annual return | 18.11% | 19.40%-1.3pp | 45.09%-27.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,328 | $2,209+5.4% | $3,919-40.6% | $2,270+2.5% |
| Participant deferral / active EE | $4,055 | $3,786+7.1% | $5,048-19.7% | $3,740+8.4% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |