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 | $73,142 | $51,045+43.3% | $70,515+3.7% | $71,457+2.4% |
| Participation rate | 94.6% | 59.4%+35.2pp | 68.3%+26.2pp | 67.9%+26.7pp |
| Annual return | 26.82% | 42.63%-15.8pp | 32.77%-5.9pp | 28.85%-2.0pp |
| Employer contribution / active EE | $3,782 | $1,790+111.3% | $2,973+27.2% | $2,588+46.2% |
| Participant deferral / active EE | $7,564 | $3,026+149.9% | $4,567+65.6% | $4,289+76.4% |
| Admin fee / account holder | $20 | $1,994-99.0% | $6,412-99.7% | $1,587-98.8% |