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 | $52,520 | $129,021-59.3% | $184,203-71.5% | $77,643-32.4% |
| Participation rate | 80.3% | 87.3%-7.0pp | 86.8%-6.5pp | 70.6%+9.7pp |
| Annual return | 19.01% | 33.27%-14.3pp | 28.81%-9.8pp | 31.24%-12.2pp |
| Employer contribution / active EE | $4,167 | $4,413-5.6% | $6,427-35.2% | $2,726+52.9% |
| Participant deferral / active EE | $9,326 | $7,297+27.8% | $9,131+2.1% | $4,647+100.7% |
| Admin fee / account holder | $38 | $254-84.9% | $13,901-99.7% | $430-91.1% |