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 | $60,173 | $82,978-27.5% | $129,995-53.7% | $71,457-15.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.70% | 20.60%-5.9pp | -137.18%+151.9pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,423 | $2,622-7.6% | $4,320-43.9% | $2,588-6.4% |
| Participant deferral / active EE | $5,388 | $4,432+21.6% | $5,820-7.4% | $4,289+25.6% |
| Admin fee / account holder | $6 | $1,729-99.7% | $10,614-99.9% | $1,587-99.6% |