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 | $33,264 | $101,317-67.2% | $146,958-77.4% | $74,495-55.3% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 13.36% | 8730.91%-8717.5pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,616 | $7,303+72.8% | $8,070+56.3% | $4,346+190.3% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |