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 | $24,547 | $58,264-57.9% | $86,612-71.7% | $71,457-65.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.5pp |
| Annual return | 120.87% | 21.63%+99.2pp | 591.07%-470.2pp | 28.85%+92.0pp |
| Employer contribution / active EE | $4,621 | $2,574+79.5% | $3,022+52.9% | $2,588+78.6% |
| Participant deferral / active EE | $8,901 | $3,436+159.1% | $4,438+100.6% | $4,289+107.6% |
| Admin fee / account holder | $15 | $1,057-98.6% | $5,614-99.7% | $1,587-99.0% |