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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,295 | $84,487-80.7% | $125,339-87.0% | $66,914-75.6% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -2.33% | -8.39%+6.1pp | 572.05%-574.4pp | 1.58%-3.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,595 | $6,781-17.5% | $7,446-24.9% | $4,237+32.1% |
| Admin fee / account holder | $13 | $685-98.1% | $10,010-99.9% | $593-97.8% |