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 | $72,876 | $73,638-1.0% | $95,952-24.0% | $73,488-0.8% |
| Participation rate | 96.9% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.2pp |
| Annual return | 17.55% | 16.78%+0.8pp | 91.61%-74.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,911 | $1,863+56.2% | $2,541+14.6% | $2,270+28.2% |
| Participant deferral / active EE | $5,816 | $3,617+60.8% | $4,167+39.6% | $3,740+55.5% |
| Admin fee / account holder | $21 | $482-95.6% | $6,795-99.7% | $513-95.9% |