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 | $42,994 | $86,655-50.4% | $119,609-64.1% | $66,914-35.7% |
| Participation rate | 77.4% | 75.6%+1.8pp | 79.3%-1.9pp | 69.8%+7.6pp |
| Annual return | -17.11% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,885 | $2,536+13.8% | $4,232-31.8% | $2,544+13.4% |
| Participant deferral / active EE | $5,232 | $4,358+20.0% | $5,602-6.6% | $4,237+23.5% |
| Admin fee / account holder | $35 | $755-95.4% | $10,323-99.7% | $593-94.1% |