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 | $26,723 | $65,061-58.9% | $143,757-81.4% | $66,914-60.1% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -14.43% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,278 | $2,361-3.5% | $4,951-54.0% | $2,544-10.5% |
| Participant deferral / active EE | $1,662 | $2,919-43.1% | $5,637-70.5% | $4,237-60.8% |
| Admin fee / account holder | $21 | $502-95.8% | $14,673-99.9% | $593-96.4% |