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.
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 | $8,881 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.2pp | 68.3%+24.9pp |
| Annual return | 11.23% | 37.96%-26.7pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $108 | $3,303-96.7% | $5,540-98.0% | $4,212-97.4% |
| Admin fee / account holder | $3 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |