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.
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 | $52,556 | $108,549-51.6% | $156,263-66.4% | $85,563-38.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 14.51% | 21.79%-7.3pp | 59.47%-45.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $1,303 | $2,690-51.5% | $4,333-69.9% | $2,654-50.9% |
| Participant deferral / active EE | $2,250 | $4,800-53.1% | $6,158-63.5% | $4,375-48.6% |
| Admin fee / account holder | $19 | $650-97.1% | $14,255-99.9% | $834-97.7% |