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 4-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 | $72,495 | $91,407-20.7% | $135,903-46.7% | $71,457+1.5% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 25.81% | 29.90%-4.1pp | 68.23%-42.4pp | 28.85%-3.0pp |
| Employer contribution / active EE | $7,019 | $3,703+89.5% | $4,856+44.5% | $2,588+171.3% |
| Participant deferral / active EE | $14,019 | $7,092+97.7% | $7,758+80.7% | $4,289+226.9% |
| Admin fee / account holder | $42 | $1,266-96.7% | $10,762-99.6% | $1,587-97.3% |