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 | $68,075 | $80,753-15.7% | $136,294-50.1% | $62,292+9.3% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 17.45% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,487 | $2,884+55.6% | $4,695-4.4% | $2,042+119.7% |
| Participant deferral / active EE | $9,064 | $5,164+75.5% | $6,247+45.1% | $3,169+186.0% |
| Admin fee / account holder | $226 | $525-56.9% | $9,243-97.6% | $479-52.8% |