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 | $85,515-51.9% | $112,040-63.3% | $67,986-39.5% |
| Participation rate | 97.5% | 68.2%+29.3pp | 76.5%+21.0pp | 57.2%+40.3pp |
| Annual return | 24.96% | 29.68%-4.7pp | 24.52%+0.4pp | 31.67%-6.7pp |
| Employer contribution / active EE | $2,107 | $2,191-3.9% | $2,954-28.7% | $2,019+4.3% |
| Participant deferral / active EE | $10,118 | $4,014+152.1% | $5,098+98.5% | $3,358+201.3% |
| Admin fee / account holder | $6 | $3,774-99.8% | $12,098-100.0% | $3,203-99.8% |