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 6-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 | $2,726 | $78,422-96.5% | $95,952-97.2% | $79,858-96.6% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.8pp |
| Annual return | 16.77% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $749 | $1,945-61.5% | $2,541-70.5% | $2,471-69.7% |
| Participant deferral / active EE | $1,941 | $3,440-43.6% | $4,167-53.4% | $3,740-48.1% |
| Admin fee / account holder | $30 | $5,622-99.5% | $6,795-99.6% | $5,306-99.4% |