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 | $58,019 | $41,647+39.3% | $96,139-39.7% | $86,799-33.2% |
| Participation rate | 90.4% | 50.2%+40.2pp | 68.4%+22.0pp | 72.3%+18.1pp |
| Annual return | 14.26% | 27.24%-13.0pp | 191.94%-177.7pp | 97.91%-83.6pp |
| Employer contribution / active EE | $7,107 | $1,318+439.4% | $2,797+154.1% | $2,405+195.5% |
| Participant deferral / active EE | $2,349 | $2,412-2.6% | $4,349-46.0% | $4,131-43.1% |
| Admin fee / account holder | $217 | $169+28.3% | $5,537-96.1% | $170+28.2% |