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 | $79,804 | $73,360+8.8% | $177,989-55.2% | $74,495+7.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.49%-1.0pp | 294.48%-278.0pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,422 | $2,216+54.4% | $3,949-13.3% | $2,623+30.4% |
| Participant deferral / active EE | $7,376 | $4,513+63.4% | $6,276+17.5% | $4,346+69.7% |
| Admin fee / account holder | $271 | $1,808-85.0% | $10,363-97.4% | $1,942-86.1% |