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.
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 | $46,335 | $89,436-48.2% | $164,813-71.9% | $77,643-40.3% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.1pp |
| Annual return | 11.87% | 28.83%-17.0pp | 69.93%-58.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,261 | $2,569-50.9% | $4,341-70.9% | $2,726-53.7% |
| Participant deferral / active EE | $2,143 | $4,897-56.2% | $6,031-64.5% | $4,647-53.9% |
| Admin fee / account holder | $15 | $339-95.7% | $12,690-99.9% | $430-96.6% |