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 | $9,869 | $55,415-82.2% | $155,509-93.7% | $74,495-86.8% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.4pp | 67.2%+26.3pp |
| Annual return | 14.05% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,405 | $2,267+6.1% | $4,672-48.5% | $2,623-8.3% |
| Participant deferral / active EE | $3,686 | $2,836+30.0% | $5,626-34.5% | $4,346-15.2% |
| Admin fee / account holder | $19 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |