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 | $88,964 | $76,670+16.0% | $96,683-8.0% | $71,457+24.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.59% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $5,196 | $3,031+71.4% | $3,737+39.1% | $2,588+100.8% |
| Participant deferral / active EE | $10,247 | $3,771+171.7% | $4,878+110.1% | $4,289+138.9% |
| Admin fee / account holder | $21 | $2,028-99.0% | $6,730-99.7% | $1,587-98.7% |