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 | $45,962 | $84,487-45.6% | $125,339-63.3% | $66,914-31.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -11.69% | -8.39%-3.3pp | 572.05%-583.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,235 | $3,553-37.1% | $4,814-53.6% | $2,544-12.2% |
| Participant deferral / active EE | $3,679 | $6,781-45.7% | $7,446-50.6% | $4,237-13.2% |
| Admin fee / account holder | $121 | $685-82.4% | $10,010-98.8% | $593-79.6% |