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 6-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 | $41,099 | $87,870-53.2% | $113,168-63.7% | $74,304-44.7% |
| Participation rate | 97.5% | 70.7%+26.8pp | 76.6%+21.0pp | 60.3%+37.2pp |
| Annual return | 24.96% | 26.44%-1.5pp | 24.27%+0.7pp | 29.43%-4.5pp |
| Employer contribution / active EE | $2,107 | $2,277-7.5% | $2,975-29.2% | $2,241-6.0% |
| Participant deferral / active EE | $10,118 | $4,241+138.6% | $5,107+98.1% | $3,767+168.6% |
| Admin fee / account holder | $6 | $3,368-99.8% | $12,068-100.0% | $2,969-99.8% |