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 | $88,574 | $65,557+35.1% | $64,056+38.3% | $71,457+24.0% |
| Participation rate | 95.9% | 73.2%+22.8pp | 72.3%+23.6pp | 67.9%+28.0pp |
| Annual return | 14.39% | 18.94%-4.6pp | 33.69%-19.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,647 | $2,669-38.3% | $2,747-40.0% | $2,588-36.4% |
| Participant deferral / active EE | $1,675 | $3,626-53.8% | $3,880-56.8% | $4,289-60.9% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |