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 9-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.
Participant contribution per participant 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 | $23,263 | $215,321-89.2% | $143,757-83.8% | - |
| Participation rate | 99.0% | 60.1%+38.9pp | 80.3%+18.7pp | - |
| Annual return | -15.15% | -15.45%+0.3pp | -0.04%-15.1pp | - |
| Employer contribution / active EE | $3,711 | $1,875+97.9% | $4,951-25.0% | - |
| Participant deferral / active EE | $2,405 | $2,485-3.2% | $5,637-57.3% | - |
| Admin fee / account holder | $222 | $36,394-99.4% | $14,673-98.5% | - |