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 9-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 | $78,915 | $69,477+13.6% | $94,646-16.6% | $71,457+10.4% |
| Participation rate | 97.2% | 78.4%+18.7pp | 80.8%+16.3pp | 67.9%+29.2pp |
| Annual return | 0.00% | 29.66%-29.7pp | 156.71%-156.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |