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 | $39,228 | $48,230-18.7% | $67,502-41.9% | $80,856-51.5% |
| Participation rate | 75.8% | 66.4%+9.4pp | 72.9%+2.9pp | 67.6%+8.2pp |
| Annual return | 12.82% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,456 | $2,020-27.9% | $2,731-46.7% | $2,755-47.1% |
| Participant deferral / active EE | $1,994 | $2,924-31.8% | $4,000-50.1% | $4,296-53.6% |
| Admin fee / account holder | $5 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |