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 | $65,666 | $74,706-12.1% | $75,696-13.3% | $79,386-17.3% |
| Participation rate | 82.1% | 75.3%+6.8pp | 74.8%+7.3pp | 70.7%+11.4pp |
| Annual return | 11.71% | 18.52%-6.8pp | 104.53%-92.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,988 | $3,533-15.4% | $3,821-21.8% | $4,046-26.2% |
| Admin fee / account holder | $25 | $374-93.3% | $3,619-99.3% | $626-96.0% |