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 | $85,741 | $110,094-22.1% | $151,611-43.4% | $68,494+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.56% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,621 | $4,471-41.4% | $6,166-57.5% | $2,596+0.9% |
| Participant deferral / active EE | $6,729 | $6,527+3.1% | $8,363-19.5% | $4,027+67.1% |
| Admin fee / account holder | $36 | $7,719-99.5% | $11,616-99.7% | $5,403-99.3% |