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 | $461,126 | $76,173+505.4% | $81,382+466.6% | $199,593+131.0% |
| Participation rate | 99.4% | 76.3%+23.1pp | 69.5%+29.9pp | 72.0%+27.4pp |
| Annual return | 19.43% | 15.59%+3.8pp | 24.73%-5.3pp | 34.25%-14.8pp |
| Employer contribution / active EE | $19,483 | $2,792+597.8% | $2,463+691.1% | $3,034+542.1% |
| Participant deferral / active EE | $12,925 | $4,201+207.6% | $3,883+232.9% | $5,087+154.1% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |