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 | $49,768 | $100,923-50.7% | $150,045-66.8% | $74,304-33.0% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.3%-7.3pp | 60.3%+14.7pp |
| Annual return | 16.56% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,015 | $3,463-70.7% | $4,693-78.4% | $2,241-54.7% |
| Participant deferral / active EE | $5,573 | $6,709-16.9% | $7,997-30.3% | $3,767+47.9% |
| Admin fee / account holder | $132 | $2,767-95.2% | $13,435-99.0% | $2,969-95.5% |