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 | $53,976 | $86,655-37.7% | $119,609-54.9% | $66,914-19.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -18.04% | -8.00%-10.0pp | -14.97%-3.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,072 | $2,536-18.3% | $4,232-51.0% | $2,544-18.6% |
| Participant deferral / active EE | $4,633 | $4,358+6.3% | $5,602-17.3% | $4,237+9.4% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |