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 9-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 | $45,053 | $83,369-46.0% | $105,223-57.2% | $67,986-33.7% |
| Participation rate | 89.2% | 56.3%+32.9pp | 75.0%+14.1pp | 57.2%+32.0pp |
| Annual return | 15.25% | 24.64%-9.4pp | 180.65%-165.4pp | 31.67%-16.4pp |
| Employer contribution / active EE | $8,798 | $2,541+246.3% | $3,689+138.5% | $2,019+335.8% |
| Participant deferral / active EE | $3,637 | $3,295+10.4% | $5,072-28.3% | $3,358+8.3% |
| Admin fee / account holder | $266 | $4,073-93.5% | $8,859-97.0% | $3,203-91.7% |