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 | $12,889 | $57,281-77.5% | $86,612-85.1% | $75,163-82.9% |
| Participation rate | 70.1% | 63.2%+6.9pp | 71.7%-1.6pp | 67.2%+2.9pp |
| Annual return | 21.77% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,471 | $2,314+6.8% | $3,022-18.2% | $2,670-7.5% |
| Participant deferral / active EE | $4,199 | $3,318+26.6% | $4,438-5.4% | $4,125+1.8% |
| Admin fee / account holder | $26 | $4,112-99.4% | $5,614-99.5% | $5,651-99.5% |