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 7-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 | $65,318 | $101,317-35.5% | $146,958-55.6% | $74,495-12.3% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 17.61% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $4,757 | $3,810+24.9% | $4,933-3.6% | $2,623+81.4% |
| Participant deferral / active EE | $10,428 | $7,303+42.8% | $8,070+29.2% | $4,346+140.0% |
| Admin fee / account holder | $20 | $1,739-98.8% | $12,998-99.8% | $1,942-99.0% |