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.
Participant 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 | $10,330 | $46,553-77.8% | $64,056-83.9% | $75,163-86.3% |
| Participation rate | 89.7% | 65.9%+23.8pp | 72.3%+17.4pp | 67.2%+22.5pp |
| Annual return | 11.67% | 26.03%-14.4pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $379 | $2,837-86.6% | $3,880-90.2% | $4,125-90.8% |
| Admin fee / account holder | $7 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |