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 | $56,612 | $65,557-13.6% | $64,056-11.6% | $71,457-20.8% |
| Participation rate | 93.0% | 73.2%+19.8pp | 72.3%+20.7pp | 67.9%+25.1pp |
| Annual return | 8.64% | 18.94%-10.3pp | 33.69%-25.0pp | 28.85%-20.2pp |
| Employer contribution / active EE | $1,761 | $2,669-34.0% | $2,747-35.9% | $2,588-31.9% |
| Participant deferral / active EE | $1,613 | $3,626-55.5% | $3,880-58.4% | $4,289-62.4% |
| Admin fee / account holder | $25 | $616-96.0% | $3,068-99.2% | $1,587-98.4% |