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 9-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 | $43,362 | $86,286-49.7% | $111,297-61.0% | $85,850-49.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 27.72% | 19.99%+7.7pp | 54.65%-26.9pp | 318.53%-290.8pp |
| Employer contribution / active EE | $2,261 | $2,043+10.7% | $2,731-17.2% | $2,565-11.9% |
| Participant deferral / active EE | $1,330 | $3,641-63.5% | $4,487-70.4% | $3,952-66.3% |
| Admin fee / account holder | $152 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |