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 5-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 | $28,905 | $44,984-35.7% | $85,009-66.0% | $74,546-61.2% |
| Participation rate | 90.7% | 49.4%+41.3pp | 67.5%+23.2pp | 67.2%+23.5pp |
| Annual return | 21.54% | 26.25%-4.7pp | 66.47%-44.9pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $2,032 | $1,458+39.4% | $2,728-25.5% | $2,624-22.6% |
| Participant deferral / active EE | $5,771 | $2,733+111.1% | $4,522+27.6% | $4,347+32.7% |
| Admin fee / account holder | $24 | $2,208-98.9% | $6,153-99.6% | $1,944-98.8% |