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 8-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 | $100,268 | $106,028-5.4% | $146,958-31.8% | $77,643+29.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 14.45% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,097 | $4,063-23.8% | $4,933-37.2% | $2,726+13.6% |
| Participant deferral / active EE | $6,984 | $7,990-12.6% | $8,070-13.5% | $4,647+50.3% |
| Admin fee / account holder | $130 | $337-61.6% | $12,998-99.0% | $430-69.9% |