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 | $54,194 | $69,763-22.3% | $67,502-19.7% | $74,495-27.3% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.32% | -40.34%+56.7pp | 3512.12%-3495.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,649 | $2,704+35.0% | $2,731+33.6% | $2,623+39.1% |
| Participant deferral / active EE | $812 | $3,636-77.7% | $4,000-79.7% | $4,346-81.3% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |