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 9-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.
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 | $36,685 | $66,813-45.1% | $100,516-63.5% | $73,488-50.1% |
| Participation rate | 86.5% | 77.5%+9.0pp | 79.4%+7.1pp | 70.7%+15.8pp |
| Annual return | 42.95% | 25.70%+17.2pp | 30.89%+12.1pp | 28.51%+14.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,469 | $5,883+95.0% | $6,270+82.9% | $3,740+206.7% |
| Admin fee / account holder | $139 | $512-72.9% | $8,081-98.3% | $513-73.0% |