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.
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 | $26,145 | $72,492-63.9% | $87,100-70.0% | $72,985-64.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.52% | 24.46%-22.9pp | 28.19%-26.7pp | 81.00%-79.5pp |
| Employer contribution / active EE | $3,740 | $1,894+97.5% | $2,521+48.3% | $2,440+53.3% |
| Participant deferral / active EE | $1,256 | $3,270-61.6% | $4,049-69.0% | $3,607-65.2% |
| Admin fee / account holder | $3 | $5,055-99.9% | $7,497-100.0% | $5,124-99.9% |