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 3-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 | $49,036 | $80,724-39.3% | $103,333-52.5% | $74,495-34.2% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 31.50% | 27.56%+3.9pp | 24.88%+6.6pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $7,128 | $3,157+125.8% | $3,868+84.3% | $2,623+171.8% |
| Participant deferral / active EE | $2,874 | $3,860-25.5% | $5,057-43.2% | $4,346-33.9% |
| Admin fee / account holder | $7 | $2,368-99.7% | $8,355-99.9% | $1,942-99.7% |