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 4-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 | $85,971 | $130,194-34.0% | $169,993-49.4% | $71,457+20.3% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.0%-1.5pp | 67.9%+17.6pp |
| Annual return | 27.79% | 20.37%+7.4pp | 53.37%-25.6pp | 28.85%-1.1pp |
| Employer contribution / active EE | $785 | $4,381-82.1% | $6,785-88.4% | $2,588-69.7% |
| Participant deferral / active EE | $7,017 | $6,923+1.4% | $10,408-32.6% | $4,289+63.6% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |