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 | $21,633 | $91,190-76.3% | $178,490-87.9% | $79,858-72.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.87% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,507 | $3,256+7.7% | $5,011-30.0% | $2,471+42.0% |
| Participant deferral / active EE | $2,716 | $3,236-16.1% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $31 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |