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 | $19,454 | $52,293-62.8% | $178,490-89.1% | $73,409-73.5% |
| Participation rate | 99.6% | 65.3%+34.3pp | 81.9%+17.7pp | 72.2%+27.5pp |
| Annual return | 22.08% | 34.75%-12.7pp | 151.07%-129.0pp | 59.29%-37.2pp |
| Employer contribution / active EE | $2,610 | $1,735+50.4% | $5,011-47.9% | $2,234+16.8% |
| Participant deferral / active EE | $2,226 | $2,332-4.6% | $5,202-57.2% | $3,805-41.5% |
| Admin fee / account holder | $142 | $127+11.6% | $13,984-99.0% | $158-10.0% |