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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,300 | $61,272-3.2% | $149,673-60.4% | $71,457-17.0% |
| Participation rate | 83.1% | 62.5%+20.6pp | 78.8%+4.3pp | 67.9%+15.2pp |
| Annual return | 50.99% | 35.85%+15.1pp | 134.42%-83.4pp | 28.85%+22.1pp |
| Employer contribution / active EE | $41 | $2,378-98.3% | $4,818-99.1% | $2,588-98.4% |
| Participant deferral / active EE | $769 | $2,917-73.7% | $5,680-86.5% | $4,289-82.1% |
| Admin fee / account holder | $8 | $1,261-99.3% | $13,210-99.9% | $1,587-99.5% |