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 | $249,022 | $118,971+109.3% | $112,977+120.4% | $73,488+238.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 16.15% | 17.79%-1.6pp | 24.24%-8.1pp | 28.51%-12.4pp |
| Employer contribution / active EE | $4,850 | $4,091+18.6% | $4,255+14.0% | $2,270+113.6% |
| Participant deferral / active EE | $7,932 | $6,133+29.3% | $5,836+35.9% | $3,740+112.1% |
| Admin fee / account holder | $0 | $573-100.0% | $6,294-100.0% | $513-100.0% |