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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,577 | $61,156-94.2% | $185,823-98.1% | $79,386-95.5% |
| Participation rate | 97.1% | 66.6%+30.5pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 16.59% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,243 | $2,321-46.4% | $5,167-76.0% | $2,427-48.8% |
| Participant deferral / active EE | $1,097 | $2,789-60.6% | $5,568-80.3% | $4,046-72.9% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |