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 | $32,619 | $64,119-49.1% | $112,228-70.9% | $66,914-51.3% |
| Participation rate | 77.8% | 68.5%+9.4pp | 75.1%+2.8pp | 69.8%+8.0pp |
| Annual return | -18.75% | -13.81%-4.9pp | 27.45%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,412 | $3,005-19.7% | $3,635-33.6% | $2,544-5.2% |
| Participant deferral / active EE | $1,214 | $3,693-67.1% | $4,728-74.3% | $4,237-71.3% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |