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 | $17,283 | $65,061-73.4% | $143,757-88.0% | $66,914-74.2% |
| Participation rate | 97.5% | 65.2%+32.3pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -9.28% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $1,338 | $2,361-43.3% | $4,951-73.0% | $2,544-47.4% |
| Participant deferral / active EE | $1,683 | $2,919-42.4% | $5,637-70.1% | $4,237-60.3% |
| Admin fee / account holder | $133 | $502-73.5% | $14,673-99.1% | $593-77.5% |