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 8-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 | $66,131 | $64,119+3.1% | $112,228-41.1% | $66,914-1.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -10.99% | -13.81%+2.8pp | 27.45%-38.4pp | 1.58%-12.6pp |
| Employer contribution / active EE | $4,942 | $3,005+64.5% | $3,635+36.0% | $2,544+94.3% |
| Participant deferral / active EE | $9,361 | $3,693+153.5% | $4,728+98.0% | $4,237+120.9% |
| Admin fee / account holder | $26 | $625-95.8% | $6,410-99.6% | $593-95.5% |