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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,115 | $86,944-51.6% | $107,525-60.8% | $74,304-43.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 11.12% | 23.52%-12.4pp | 181.32%-170.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $20,906 | $2,757+658.3% | $3,754+457.0% | $2,241+832.8% |
| Participant deferral / active EE | $2,220 | $3,554-37.5% | $5,116-56.6% | $3,767-41.1% |
| Admin fee / account holder | $61 | $3,727-98.4% | $8,919-99.3% | $2,969-97.9% |