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 | $45,935 | $48,230-4.8% | $67,502-31.9% | $80,856-43.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.18% | 18.28%-5.1pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,673 | $2,020+32.3% | $2,731-2.1% | $2,755-3.0% |
| Participant deferral / active EE | $2,482 | $2,924-15.1% | $4,000-37.9% | $4,296-42.2% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |