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.
Annual investment return 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 | $44,264 | $91,407-51.6% | $135,903-67.4% | $71,457-38.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 6.90% | 29.90%-23.0pp | 68.23%-61.3pp | 28.85%-22.0pp |
| Employer contribution / active EE | $2,187 | $3,703-41.0% | $4,856-55.0% | $2,588-15.5% |
| Participant deferral / active EE | $3,322 | $7,092-53.2% | $7,758-57.2% | $4,289-22.6% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |