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 6-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 | $25,706 | $106,236-75.8% | $112,228-77.1% | $64,808-60.3% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.1%+14.5pp | 71.5%+18.1pp |
| Annual return | -16.47% | -6.02%-10.5pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $5,451 | $3,166+72.2% | $3,635+50.0% | $2,506+117.5% |
| Participant deferral / active EE | $1,856 | $3,785-51.0% | $4,728-60.7% | $4,310-56.9% |
| Admin fee / account holder | $42 | $452-90.7% | $6,410-99.3% | $188-77.7% |