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 | $19,494 | $100,801-80.7% | $149,696-87.0% | $73,409-73.4% |
| Participation rate | 86.4% | 77.7%+8.7pp | 82.5%+3.9pp | 72.2%+14.2pp |
| Annual return | 144.10% | 265.34%-121.2pp | 276.60%-132.5pp | 59.29%+84.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,395 | $6,404-0.2% | $6,842-6.5% | $3,805+68.0% |
| Admin fee / account holder | $2 | $181-98.9% | $9,309-100.0% | $158-98.8% |