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 | $68,709 | $65,561+4.8% | $86,188-20.3% | $75,163-8.6% |
| Participation rate | 87.0% | 60.5%+26.5pp | 69.0%+18.1pp | 67.2%+19.8pp |
| Annual return | 13.86% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,855 | $1,553+83.9% | $2,380+19.9% | $2,670+6.9% |
| Participant deferral / active EE | $3,984 | $3,024+31.8% | $3,9850% | $4,125-3.4% |
| Admin fee / account holder | $28 | $5,474-99.5% | $6,852-99.6% | $5,651-99.5% |