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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,032 | $73,867-89.1% | $143,757-94.4% | $68,494-88.3% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -13.14% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,298 | $3,384+86.1% | $5,637+11.7% | $4,027+56.4% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |