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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524,871 | $92,745+465.9% | $89,340+487.5% | $103,975+404.8% |
| Participation rate | 98.9% | 78.0%+20.9pp | 69.6%+29.3pp | 72.5%+26.4pp |
| Annual return | 16.95% | 13.58%+3.4pp | 20.57%-3.6pp | 19.41%-2.5pp |
| Employer contribution / active EE | $20,275 | $3,754+440.1% | $2,231+808.7% | $3,722+444.7% |
| Participant deferral / active EE | $13,680 | $4,592+197.9% | $3,823+257.8% | $5,343+156.0% |
| Admin fee / account holder | $0 | $146-100.0% | $6,704-100.0% | $332-100.0% |