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 | $27,765 | $36,020-22.9% | $80,569-65.5% | $103,482-73.2% |
| Participation rate | 87.4% | 38.5%+48.9pp | 67.0%+20.4pp | 73.3%+14.2pp |
| Annual return | 24.88% | 63.68%-38.8pp | 935.43%-910.5pp | 33.11%-8.2pp |
| Employer contribution / active EE | $5,212 | $998+422.4% | $2,723+91.4% | $3,208+62.5% |
| Participant deferral / active EE | $1,838 | $2,343-21.5% | $4,447-58.7% | $5,207-64.7% |
| Admin fee / account holder | $3 | $472-99.4% | $5,377-99.9% | $114-97.4% |