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 | $14,550 | $70,879-79.5% | $189,557-92.3% | $79,386-81.7% |
| Participation rate | 91.8% | 68.0%+23.9pp | 78.4%+13.4pp | 70.7%+21.1pp |
| Annual return | 31.27% | 20.70%+10.6pp | 64.17%-32.9pp | 116.85%-85.6pp |
| Employer contribution / active EE | $2,303 | $1,806+27.5% | $4,412-47.8% | $2,427-5.1% |
| Participant deferral / active EE | $3,672 | $4,081-10.0% | $6,174-40.5% | $4,046-9.2% |
| Admin fee / account holder | $4 | $647-99.4% | $9,807-100.0% | $626-99.4% |