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 | $91,411 | $67,984+34.5% | $65,493+39.6% | $74,304+23.0% |
| Participation rate | 82.3% | 66.3%+16.0pp | 73.1%+9.2pp | 60.3%+21.9pp |
| Annual return | 11.59% | 19.87%-8.3pp | 982.45%-970.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $4,297 | $2,491+72.5% | $2,574+66.9% | $2,241+91.7% |
| Participant deferral / active EE | $2,900 | $3,346-13.3% | $3,961-26.8% | $3,767-23.0% |
| Admin fee / account holder | $172 | $1,373-87.5% | $5,028-96.6% | $2,969-94.2% |