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 | $42,106 | $79,171-46.8% | $102,423-58.9% | $74,495-43.5% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 11.93% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,582 | $2,362+9.3% | $3,023-14.6% | $2,623-1.6% |
| Participant deferral / active EE | $2,258 | $4,415-48.9% | $5,053-55.3% | $4,346-48.0% |
| Admin fee / account holder | $13 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |