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 3-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 | $77,365 | $69,477+11.4% | $94,646-18.3% | $71,457+8.3% |
| Participation rate | 91.3% | 78.4%+12.8pp | 80.8%+10.5pp | 67.9%+23.4pp |
| Annual return | 19.91% | 29.66%-9.8pp | 156.71%-136.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $4,215 | $2,853+47.7% | $3,672+14.8% | $2,588+62.9% |
| Participant deferral / active EE | $9,787 | $7,345+33.3% | $7,418+31.9% | $4,289+128.2% |
| Admin fee / account holder | $125 | $1,210-89.7% | $7,231-98.3% | $1,587-92.1% |