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 4-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.
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 | $20,211 | $61,272-67.0% | $149,673-86.5% | $71,457-71.7% |
| Participation rate | 81.1% | 62.5%+18.6pp | 78.8%+2.4pp | 67.9%+13.2pp |
| Annual return | 44.93% | 35.85%+9.1pp | 134.42%-89.5pp | 28.85%+16.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,943 | $2,917+138.0% | $5,680+22.2% | $4,289+61.9% |
| Admin fee / account holder | $16 | $1,261-98.7% | $13,210-99.9% | $1,587-99.0% |