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 | $46,806 | $74,347-37.0% | $93,606-50.0% | $67,579-30.7% |
| Participation rate | 91.5% | 80.6%+10.9pp | 75.8%+15.7pp | 71.3%+20.2pp |
| Annual return | 20.58% | 28.07%-7.5pp | 32.76%-12.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,108 | $2,583-57.1% | $2,718-59.2% | $2,148-48.4% |
| Participant deferral / active EE | $2,399 | $4,060-40.9% | $4,069-41.0% | $3,539-32.2% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |