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 | $46,493 | $50,815-8.5% | $155,509-70.1% | $77,643-40.1% |
| Participation rate | 79.0% | 63.1%+15.9pp | 78.2%+0.8pp | 70.6%+8.4pp |
| Annual return | 15.22% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,207 | $1,993+10.7% | $4,672-52.8% | $2,726-19.0% |
| Participant deferral / active EE | $3,500 | $2,822+24.0% | $5,626-37.8% | $4,647-24.7% |
| Admin fee / account holder | $230 | $437-47.3% | $15,912-98.6% | $430-46.6% |