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 | $31,232 | $84,487-63.0% | $125,339-75.1% | $66,914-53.3% |
| Participation rate | 86.0% | 76.4%+9.6pp | 82.4%+3.7pp | 69.8%+16.2pp |
| Annual return | -12.71% | -8.39%-4.3pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,871 | $3,553+37.1% | $4,814+1.2% | $2,544+91.4% |
| Participant deferral / active EE | $11,698 | $6,781+72.5% | $7,446+57.1% | $4,237+176.1% |
| Admin fee / account holder | $5 | $685-99.2% | $10,010-99.9% | $593-99.1% |