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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,953 | $65,557+12.8% | $64,056+15.5% | $71,457+3.5% |
| Participation rate | 83.8% | 73.2%+10.7pp | 72.3%+11.5pp | 67.9%+15.9pp |
| Annual return | 14.86% | 18.94%-4.1pp | 33.69%-18.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $6,095 | $2,669+128.4% | $2,747+121.9% | $2,588+135.5% |
| Participant deferral / active EE | $8,155 | $3,626+124.9% | $3,880+110.2% | $4,289+90.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |