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 | $65,700 | $69,763-5.8% | $67,502-2.7% | $74,495-11.8% |
| Participation rate | 90.4% | 71.4%+19.1pp | 72.9%+17.5pp | 67.2%+23.2pp |
| Annual return | 13.83% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,752 | $2,704+38.8% | $2,731+37.4% | $2,623+43.0% |
| Participant deferral / active EE | $3,344 | $3,636-8.0% | $4,000-16.4% | $4,346-23.0% |
| Admin fee / account holder | $1 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |