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 | $53,504 | $72,177-25.9% | $115,037-53.5% | $59,632-10.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.42% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,024 | $2,841-28.8% | $4,608-56.1% | $2,203-8.1% |
| Participant deferral / active EE | $4,079 | $4,783-14.7% | $6,026-32.3% | $3,192+27.8% |
| Admin fee / account holder | $5 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |