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 7-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 | $46,186 | $91,407-49.5% | $135,903-66.0% | $71,457-35.4% |
| Participation rate | 88.8% | 75.7%+13.2pp | 81.9%+6.9pp | 67.9%+20.9pp |
| Annual return | 39.03% | 29.90%+9.1pp | 68.23%-29.2pp | 28.85%+10.2pp |
| Employer contribution / active EE | $3,939 | $3,703+6.4% | $4,856-18.9% | $2,588+52.2% |
| Participant deferral / active EE | $14,908 | $7,092+110.2% | $7,758+92.2% | $4,289+247.6% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |