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 | $74,592 | $54,517+36.8% | $75,972-1.8% | $74,495+0.1% |
| Participation rate | 85.6% | 60.3%+25.3pp | 69.1%+16.6pp | 67.2%+18.4pp |
| Annual return | 17.80% | 31.82%-14.0pp | 359.55%-341.7pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,670 | $1,777+106.5% | $2,685+36.7% | $2,623+39.9% |
| Participant deferral / active EE | $6,673 | $3,066+117.7% | $4,255+56.8% | $4,346+53.6% |
| Admin fee / account holder | $52 | $2,229-97.7% | $6,467-99.2% | $1,942-97.3% |