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 3-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 | $10,436 | $81,248-87.2% | $155,509-93.3% | $80,856-87.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.88% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,093 | $3,100+96.5% | $4,672+30.4% | $2,755+121.2% |
| Participant deferral / active EE | $2,059 | $3,452-40.4% | $5,626-63.4% | $4,296-52.1% |
| Admin fee / account holder | $92 | $7,997-98.8% | $15,912-99.4% | $6,918-98.7% |