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 | $57,472 | $80,724-28.8% | $103,333-44.4% | $74,495-22.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.19% | 27.56%-16.4pp | 24.88%-13.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,808 | $3,157-42.7% | $3,868-53.2% | $2,623-31.1% |
| Participant deferral / active EE | $3,194 | $3,860-17.3% | $5,057-36.8% | $4,346-26.5% |
| Admin fee / account holder | $29 | $2,368-98.8% | $8,355-99.7% | $1,942-98.5% |