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 | $82,156 | $64,705+27.0% | $62,929+30.6% | $67,986+20.8% |
| Participation rate | 93.9% | 65.6%+28.3pp | 73.1%+20.8pp | 57.2%+36.7pp |
| Annual return | 26.91% | 20.31%+6.6pp | 1063.93%-1037.0pp | 31.67%-4.8pp |
| Employer contribution / active EE | $8,531 | $2,376+259.1% | $2,505+240.6% | $2,019+322.6% |
| Participant deferral / active EE | $9,860 | $3,198+208.3% | $3,888+153.6% | $3,358+193.6% |
| Admin fee / account holder | $202 | $1,428-85.8% | $5,065-96.0% | $3,203-93.7% |