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 5-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 | $25,985 | $57,057-54.5% | $85,009-69.4% | $80,874-67.9% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.6%+24.9pp |
| Annual return | 19.23% | 21.66%-2.4pp | 66.47%-47.2pp | 35.62%-16.4pp |
| Employer contribution / active EE | $3,167 | $1,799+76.0% | $2,728+16.1% | $2,756+14.9% |
| Participant deferral / active EE | $5,288 | $3,112+69.9% | $4,522+17.0% | $4,297+23.1% |
| Admin fee / account holder | $38 | $4,986-99.2% | $6,153-99.4% | $6,935-99.5% |