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 9-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 | $53,276 | $79,124-32.7% | $60,874-12.5% | $64,808-17.8% |
| Participation rate | 79.1% | 77.7%+1.3pp | 73.1%+5.9pp | 71.5%+7.6pp |
| Annual return | -13.87% | -7.13%-6.7pp | 16.90%-30.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,755 | $3,050-9.7% | $2,701+2.0% | $2,506+9.9% |
| Participant deferral / active EE | $4,241 | $3,725+13.9% | $3,817+11.1% | $4,310-1.6% |
| Admin fee / account holder | $2 | $106-98.5% | $3,224-100.0% | $188-99.2% |