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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,422 | $110,299+8.3% | $102,423+16.6% | $199,593-40.2% |
| Participation rate | 93.1% | 86.3%+6.8pp | 76.5%+16.6pp | 72.0%+21.1pp |
| Annual return | 19.34% | 35.73%-16.4pp | 29.32%-10.0pp | 34.25%-14.9pp |
| Employer contribution / active EE | $4,030 | $3,603+11.8% | $3,023+33.3% | $3,034+32.8% |
| Participant deferral / active EE | $6,717 | $6,376+5.3% | $5,053+32.9% | $5,087+32.0% |
| Admin fee / account holder | -$18 | $122-114.7% | $9,451-100.2% | $269-106.7% |