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 | $65,983 | $59,159+11.5% | $159,960-58.8% | $66,914-1.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -12.52% | -12.26%-0.3pp | 408.60%-421.1pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,597 | $1,983+81.4% | $4,226-14.9% | $2,544+41.4% |
| Participant deferral / active EE | $6,933 | $4,395+57.8% | $6,182+12.1% | $4,237+63.6% |
| Admin fee / account holder | $265 | $591-55.2% | $8,698-97.0% | $593-55.3% |