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 8-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 | $22,755 | $54,517-58.3% | $75,972-70.0% | $74,495-69.5% |
| Participation rate | 85.8% | 60.3%+25.5pp | 69.1%+16.8pp | 67.2%+18.6pp |
| Annual return | 17.75% | 31.82%-14.1pp | 359.55%-341.8pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,696 | $1,777+51.7% | $2,685+0.4% | $2,623+2.8% |
| Participant deferral / active EE | $3,963 | $3,066+29.3% | $4,255-6.9% | $4,346-8.8% |
| Admin fee / account holder | $23 | $2,229-99.0% | $6,467-99.6% | $1,942-98.8% |