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 | $103,825 | $81,460+27.5% | $103,333+0.5% | $80,856+28.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.20% | 25.55%-8.3pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,501 | $3,105+77.1% | $3,868+42.2% | $2,755+99.7% |
| Participant deferral / active EE | $11,572 | $3,869+199.1% | $5,057+128.8% | $4,296+169.4% |
| Admin fee / account holder | $23 | $6,566-99.6% | $8,355-99.7% | $6,918-99.7% |