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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,687 | $50,637-86.8% | $86,590-92.3% | $62,292-89.3% |
| Participation rate | 85.0% | 67.9%+17.1pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 28.83% | 20.80%+8.0pp | 964.84%-936.0pp | 28.90%-0.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,090 | $2,611+18.3% | $3,609-14.4% | $3,169-2.5% |
| Admin fee / account holder | $46 | $413-88.9% | $4,906-99.1% | $479-90.4% |