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 | $89,178+488.6% | $91,541+473.4% | $102,872+410.2% |
| Participation rate | 98.9% | 79.7%+19.2pp | 69.8%+29.1pp | 73.0%+25.9pp |
| Annual return | 16.95% | 14.52%+2.4pp | 20.50%-3.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $20,275 | $3,455+486.8% | $2,505+709.5% | $3,526+474.9% |
| Participant deferral / active EE | $13,680 | $4,657+193.7% | $4,008+241.3% | $5,535+147.2% |
| Admin fee / account holder | $0 | $134-100.0% | $6,956-100.0% | $292-100.0% |