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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,431 | $54,320+37.0% | $67,652+10.0% | $52,331+42.2% |
| Participation rate | 81.7% | 73.6%+8.1pp | 75.7%+6.1pp | 68.1%+13.6pp |
| Annual return | -0.26% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,365 | $2,950+81.9% | $3,560+50.7% | $3,022+77.5% |
| Admin fee / account holder | $76 | $527-85.6% | $4,821-98.4% | $592-87.2% |