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 8-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 | $30,064 | $104,475-71.2% | $159,436-81.1% | $79,386-62.1% |
| Participation rate | 79.5% | 76.6%+2.9pp | 82.8%-3.3pp | 70.7%+8.8pp |
| Annual return | 33.03% | 67.95%-34.9pp | 263.57%-230.5pp | 116.85%-83.8pp |
| Employer contribution / active EE | $3,184 | $3,417-6.8% | $4,829-34.1% | $2,427+31.2% |
| Participant deferral / active EE | $7,946 | $6,467+22.9% | $7,352+8.1% | $4,046+96.4% |
| Admin fee / account holder | $42 | $711-94.1% | $10,799-99.6% | $626-93.3% |