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 | $48,726 | $60,989-20.1% | $60,874-20.0% | $66,914-27.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 73.1%+20.7pp | 69.8%+24.0pp |
| Annual return | -9.59% | -9.60%0pp | 16.90%-26.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $1,364 | $2,661-48.7% | $2,701-49.5% | $2,544-46.4% |
| Participant deferral / active EE | $1,544 | $3,615-57.3% | $3,817-59.5% | $4,237-63.6% |
| Admin fee / account holder | $24 | $338-92.9% | $3,224-99.3% | $593-96.0% |