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 | $67,984+20.8% | $65,493+25.4% | $74,304+10.6% |
| Participation rate | 93.9% | 66.3%+27.6pp | 73.1%+20.8pp | 60.3%+33.6pp |
| Annual return | 26.91% | 19.87%+7.0pp | 982.45%-955.5pp | 29.43%-2.5pp |
| Employer contribution / active EE | $8,531 | $2,491+242.4% | $2,574+231.4% | $2,241+280.6% |
| Participant deferral / active EE | $9,860 | $3,346+194.6% | $3,961+148.9% | $3,767+161.7% |
| Admin fee / account holder | $202 | $1,373-85.3% | $5,028-96.0% | $2,969-93.2% |