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 | $44,536 | $71,142-37.4% | $119,609-62.8% | $64,808-31.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 79.3%+4.9pp | 71.5%+12.7pp |
| Annual return | -3.31% | -10.01%+6.7pp | -14.97%+11.7pp | 32.82%-36.1pp |
| Employer contribution / active EE | $2,374 | $2,497-5.0% | $4,232-43.9% | $2,506-5.3% |
| Participant deferral / active EE | $4,239 | $4,490-5.6% | $5,602-24.3% | $4,310-1.7% |
| Admin fee / account holder | $44 | $162-72.7% | $10,323-99.6% | $188-76.5% |