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 | $36,457 | $60,323-39.6% | $81,812-55.4% | $74,495-51.1% |
| Participation rate | 83.3% | 62.9%+20.5pp | 72.3%+11.0pp | 67.2%+16.1pp |
| Annual return | 16.25% | 16.90%-0.7pp | 773.79%-757.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,858 | $2,620-29.1% | $2,912-36.2% | $2,623-29.2% |
| Participant deferral / active EE | $3,742 | $3,387+10.5% | $4,319-13.4% | $4,346-13.9% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |