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 | $111,576 | $69,763+59.9% | $67,502+65.3% | $74,495+49.8% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 13.03% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,186 | $2,704+17.8% | $2,731+16.7% | $2,623+21.5% |
| Participant deferral / active EE | $4,247 | $3,636+16.8% | $4,000+6.2% | $4,346-2.3% |
| Admin fee / account holder | $165 | $896-81.5% | $3,998-95.9% | $1,942-91.5% |