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 | $8,056 | $48,592-83.4% | $185,823-95.7% | $90,288-91.1% |
| Participation rate | 77.2% | 66.2%+11.0pp | 78.0%-0.8pp | 73.4%+3.9pp |
| Annual return | 104.03% | 68.51%+35.5pp | 35.95%+68.1pp | 53.97%+50.1pp |
| Employer contribution / active EE | $0 | $1,389-100.0% | $4,087-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,368 | $3,463-2.7% | $5,632-40.2% | $4,232-20.4% |
| Admin fee / account holder | $5 | $77-93.3% | $9,500-99.9% | $114-95.5% |