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 | $42,115 | $89,436-52.9% | $164,813-74.4% | $77,643-45.8% |
| Participation rate | 91.5% | 78.6%+12.9pp | 78.6%+12.9pp | 70.6%+20.9pp |
| Annual return | 39.44% | 28.83%+10.6pp | 69.93%-30.5pp | 31.24%+8.2pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,331 | $4,897+131.4% | $6,031+87.9% | $4,647+143.8% |
| Admin fee / account holder | $2 | $339-99.5% | $12,690-100.0% | $430-99.6% |