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 4-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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,798 | $65,557-74.4% | $64,056-73.8% | $71,457-76.5% |
| Participation rate | 89.0% | 73.2%+15.9pp | 72.3%+16.7pp | 67.9%+21.1pp |
| Annual return | 25.48% | 18.94%+6.5pp | 33.69%-8.2pp | 28.85%-3.4pp |
| Employer contribution / active EE | $1,575 | $2,669-41.0% | $2,747-42.7% | $2,588-39.1% |
| Participant deferral / active EE | $3,976 | $3,626+9.6% | $3,880+2.5% | $4,289-7.3% |
| Admin fee / account holder | $4 | $616-99.3% | $3,068-99.9% | $1,587-99.7% |