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.
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 | $49,169 | $65,557-25.0% | $64,056-23.2% | $71,457-31.2% |
| Participation rate | 97.3% | 73.2%+24.2pp | 72.3%+25.0pp | 67.9%+29.4pp |
| Annual return | 18.07% | 18.94%-0.9pp | 33.69%-15.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,440 | $2,669+28.9% | $2,747+25.2% | $2,588+32.9% |
| Participant deferral / active EE | $767 | $3,626-78.9% | $3,880-80.2% | $4,289-82.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |