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 10-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 | $21,167 | $42,894-50.7% | $60,874-65.2% | $68,494-69.1% |
| Participation rate | 75.3% | 66.8%+8.5pp | 73.1%+2.2pp | 67.9%+7.4pp |
| Annual return | -12.84% | -13.98%+1.1pp | 16.90%-29.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,643 | $1,978-16.9% | $2,701-39.2% | $2,596-36.7% |
| Participant deferral / active EE | $3,212 | $2,867+12.1% | $3,817-15.8% | $4,027-20.2% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |