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 | $87,882 | $48,076+82.8% | $78,689+11.7% | $62,891+39.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.66% | 31.35%-27.7pp | 62.18%-58.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $5,408 | $2,015+168.4% | $2,851+89.7% | $2,281+137.1% |
| Participant deferral / active EE | $3,391 | $2,588+31.0% | $3,517-3.6% | $3,203+5.9% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |