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 8-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 | $22,226 | $177,276-87.5% | $117,039-81.0% | $177,276-87.5% |
| Participation rate | 80.2% | 74.8%+5.4pp | 77.2%+3.0pp | 74.8%+5.4pp |
| Annual return | 20.48% | 21.25%-0.8pp | 18.95%+1.5pp | 21.25%-0.8pp |
| Employer contribution / active EE | $1,000 | $2,479-59.7% | $3,785-73.6% | $2,479-59.7% |
| Participant deferral / active EE | $1,399 | $3,881-63.9% | $3,929-64.4% | $3,881-63.9% |
| Admin fee / account holder | $39 | $154-74.8% | $5,974-99.4% | $154-74.8% |