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 | $113,666 | $61,272+85.5% | $149,673-24.1% | $71,457+59.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.76% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $6,304 | $2,378+165.1% | $4,818+30.9% | $2,588+143.6% |
| Participant deferral / active EE | $4,295 | $2,917+47.2% | $5,680-24.4% | $4,289+0.1% |
| Admin fee / account holder | $30 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |