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 | $95,774 | $69,745+37.3% | $67,511+41.9% | $74,546+28.5% |
| Participation rate | 81.6% | 71.3%+10.2pp | 72.9%+8.7pp | 67.2%+14.4pp |
| Annual return | 12.26% | -40.37%+52.6pp | 3517.41%-3505.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,870 | $3,636-21.1% | $4,000-28.3% | $4,347-34.0% |
| Admin fee / account holder | $6 | $894-99.3% | $3,999-99.8% | $1,944-99.7% |