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 | $49,112 | $90,745-45.9% | $130,231-62.3% | $75,163-34.7% |
| Participation rate | 95.6% | 71.1%+24.6pp | 76.3%+19.3pp | 67.2%+28.4pp |
| Annual return | 19.44% | 34.45%-15.0pp | 38.77%-19.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,471 | $3,314+34.9% | $4,126+8.4% | $2,670+67.5% |
| Participant deferral / active EE | $8,312 | $5,362+55.0% | $6,799+22.3% | $4,125+101.5% |
| Admin fee / account holder | $21 | $6,331-99.7% | $6,020-99.6% | $5,651-99.6% |