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 5-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 | $30,382 | $57,016-46.7% | $84,966-64.2% | $80,856-62.4% |
| Participation rate | 89.5% | 56.3%+33.1pp | 67.5%+22.0pp | 67.6%+21.8pp |
| Annual return | 32.90% | 21.66%+11.2pp | 66.38%-33.5pp | 35.59%-2.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,574 | $3,110+304.4% | $4,519+178.2% | $4,296+192.7% |
| Admin fee / account holder | $33 | $4,980-99.3% | $6,149-99.5% | $6,918-99.5% |