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.
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 | $27,746 | $104,317-73.4% | $159,436-82.6% | $86,799-68.0% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.8%+15.5pp | 72.3%+26.0pp |
| Annual return | 78.10% | 26.32%+51.8pp | 263.57%-185.5pp | 97.91%-19.8pp |
| Employer contribution / active EE | $3,441 | $3,451-0.3% | $4,829-28.7% | $2,405+43.1% |
| Participant deferral / active EE | $7,221 | $6,837+5.6% | $7,352-1.8% | $4,131+74.8% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |