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 | $95,141 | $65,409+45.5% | $98,442-3.4% | $85,850+10.8% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.1pp | 69.3%+5.1pp |
| Annual return | 14.81% | 21.76%-6.9pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,454 | $2,168+151.6% | $2,960+84.3% | $2,565+112.6% |
| Participant deferral / active EE | $2,655 | $3,166-16.1% | $4,276-37.9% | $3,952-32.8% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |