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 10-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 | $47,237 | $53,822-12.2% | $75,696-37.6% | $85,850-45.0% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.6pp | 69.3%+23.1pp |
| Annual return | 12.53% | 24.54%-12.0pp | 104.53%-92.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $779 | $2,017-61.4% | $2,743-71.6% | $2,565-69.6% |
| Participant deferral / active EE | $1,469 | $2,895-49.3% | $3,821-61.6% | $3,952-62.8% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |