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 9-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 | $85,665 | $73,867+16.0% | $143,757-40.4% | $68,494+25.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,526 | $3,184+230.6% | $4,951+112.6% | $2,596+305.4% |
| Participant deferral / active EE | $6,176 | $3,384+82.5% | $5,637+9.6% | $4,027+53.3% |
| Admin fee / account holder | $190 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |