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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,997 | $65,435+3.9% | $86,677-21.6% | $66,914+1.6% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | 9.79% | -10.89%+20.7pp | 35.91%-26.1pp | 1.58%+8.2pp |
| Employer contribution / active EE | $8,333 | $2,153+287.0% | $2,836+193.8% | $2,544+227.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |