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 | $122,982 | $73,933+66.3% | $96,683+27.2% | $75,163+63.6% |
| Participation rate | 98.7% | 66.4%+32.2pp | 74.3%+24.3pp | 67.2%+31.5pp |
| Annual return | 18.57% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $10,313 | $2,928+252.3% | $3,737+176.0% | $2,670+286.3% |
| Participant deferral / active EE | $2,943 | $3,659-19.6% | $4,878-39.7% | $4,125-28.7% |
| Admin fee / account holder | $28 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |