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 | $6,441 | $82,664-92.2% | $125,339-94.9% | $68,494-90.6% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -17.32% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,799 | $3,381-46.8% | $4,814-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,088 | $6,110-49.5% | $7,446-58.5% | $4,027-23.3% |
| Admin fee / account holder | $17 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |