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 | $15,356 | $46,292-66.8% | $143,757-89.3% | $64,808-76.3% |
| Participation rate | 94.5% | 64.2%+30.3pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -13.56% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,977 | $1,910+3.5% | $4,951-60.1% | $2,506-21.1% |
| Participant deferral / active EE | $1,110 | $2,646-58.0% | $5,637-80.3% | $4,310-74.2% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |