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 | $57,678 | $96,128-40.0% | $136,007-57.6% | $80,856-28.7% |
| Participation rate | 96.1% | 71.2%+24.8pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 16.71% | 28.71%-12.0pp | 579.32%-562.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,650 | $3,351+38.8% | $4,217+10.3% | $2,755+68.8% |
| Participant deferral / active EE | $8,939 | $5,709+56.6% | $7,025+27.2% | $4,296+108.1% |
| Admin fee / account holder | $57 | $8,236-99.3% | $6,858-99.2% | $6,918-99.2% |