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 | $89,400 | $49,915+79.1% | $154,803-42.2% | $74,304+20.3% |
| Participation rate | 86.0% | 54.0%+32.1pp | 78.1%+8.0pp | 60.3%+25.7pp |
| Annual return | 13.21% | 34.06%-20.8pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,260 | $1,611-21.8% | $4,305-70.7% | $2,241-43.8% |
| Participant deferral / active EE | $4,221 | $2,255+87.2% | $5,540-23.8% | $3,767+12.1% |
| Admin fee / account holder | $14 | $2,189-99.4% | $14,329-99.9% | $2,969-99.5% |