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 | $29,018 | $57,651-49.7% | $112,229-74.1% | $71,457-59.4% |
| Participation rate | 71.2% | 58.9%+12.3pp | 72.4%-1.2pp | 67.9%+3.3pp |
| Annual return | 26.29% | 18.32%+8.0pp | 30.20%-3.9pp | 28.85%-2.6pp |
| Employer contribution / active EE | $1,615 | $1,913-15.6% | $3,430-52.9% | $2,588-37.6% |
| Participant deferral / active EE | $2,433 | $2,863-15.0% | $4,798-49.3% | $4,289-43.3% |
| Admin fee / account holder | $5 | $1,581-99.7% | $7,748-99.9% | $1,587-99.7% |