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 6-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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,509 | $122,239-65.2% | $184,200-76.9% | $74,546-43.0% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.2pp | 67.2%+27.8pp |
| Annual return | 21.88% | 19.95%+1.9pp | 28.80%-6.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $4,550 | $4,537+0.3% | $6,424-29.2% | $2,624+73.4% |
| Participant deferral / active EE | $12,899 | $7,139+80.7% | $9,132+41.3% | $4,347+196.7% |
| Admin fee / account holder | $35 | $1,260-97.2% | $13,907-99.7% | $1,944-98.2% |