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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $752,950 | $101,317+643.2% | $146,958+412.4% | $74,495+910.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.54% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $18,813 | $3,810+393.7% | $4,933+281.4% | $2,623+617.2% |
| Participant deferral / active EE | $13,961 | $7,303+91.2% | $8,070+73.0% | $4,346+221.3% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |