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 | $12,745 | $81,248-84.3% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.47% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,560 | $3,100-49.7% | $4,672-66.6% | $2,755-43.4% |
| Participant deferral / active EE | $2,347 | $3,452-32.0% | $5,626-58.3% | $4,296-45.4% |
| Admin fee / account holder | $16 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |