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 | $59,455 | $65,557-9.3% | $64,056-7.2% | $71,457-16.8% |
| Participation rate | 91.7% | 73.2%+18.5pp | 72.3%+19.4pp | 67.9%+23.7pp |
| Annual return | 15.54% | 18.94%-3.4pp | 33.69%-18.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,227 | $2,669+20.9% | $2,747+17.5% | $2,588+24.7% |
| Participant deferral / active EE | $2,873 | $3,626-20.8% | $3,880-26.0% | $4,289-33.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |