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 | $89,837 | $104,317-13.9% | $159,436-43.7% | $86,799+3.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 27.63% | 26.32%+1.3pp | 263.57%-235.9pp | 97.91%-70.3pp |
| Employer contribution / active EE | $3,124 | $3,451-9.5% | $4,829-35.3% | $2,405+29.9% |
| Participant deferral / active EE | $3,461 | $6,837-49.4% | $7,352-52.9% | $4,131-16.2% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |