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 | $29,701 | $54,517-45.5% | $75,972-60.9% | $74,495-60.1% |
| Participation rate | 90.4% | 60.3%+30.1pp | 69.1%+21.3pp | 67.2%+23.2pp |
| Annual return | 15.67% | 31.82%-16.2pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,711 | $1,777-3.7% | $2,685-36.3% | $2,623-34.8% |
| Participant deferral / active EE | $2,547 | $3,066-16.9% | $4,255-40.2% | $4,346-41.4% |
| Admin fee / account holder | $10 | $2,229-99.6% | $6,467-99.8% | $1,942-99.5% |