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 | $50,186 | $48,230+4.1% | $67,502-25.7% | $80,856-37.9% |
| Participation rate | 94.8% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.2pp |
| Annual return | 13.47% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,120 | $2,020+54.5% | $2,731+14.2% | $2,755+13.2% |
| Participant deferral / active EE | $4,310 | $2,924+47.4% | $4,000+7.8% | $4,296+0.3% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |