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 | $86,944-48.2% | $107,525-58.1% | $74,304-39.4% |
| Participation rate | 89.2% | 59.6%+29.6pp | 75.1%+14.1pp | 60.3%+28.8pp |
| Annual return | 15.25% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $8,798 | $2,757+219.1% | $3,754+134.4% | $2,241+292.6% |
| Participant deferral / active EE | $3,637 | $3,554+2.3% | $5,116-28.9% | $3,767-3.5% |
| Admin fee / account holder | $266 | $3,727-92.9% | $8,919-97.0% | $2,969-91.0% |