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 | $52,872 | $59,186-10.7% | $76,768-31.1% | $56,287-6.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 77.0%+17.2pp | 69.9%+24.3pp |
| Annual return | -3.98% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,251 | $3,255+122.8% | $3,852+88.3% | $3,350+116.5% |
| Admin fee / account holder | $196 | $489-60.0% | $6,675-97.1% | $521-62.5% |