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.
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 | $4,102 | $84,487-95.1% | $125,339-96.7% | $66,914-93.9% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | 23.02% | -8.39%+31.4pp | 572.05%-549.0pp | 1.58%+21.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,865 | $6,781+16.0% | $7,446+5.6% | $4,237+85.6% |
| Admin fee / account holder | $8 | $685-98.9% | $10,010-99.9% | $593-98.7% |