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 | $108,232 | $122,239-11.5% | $184,203-41.2% | $74,495+45.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 86.8%0pp | 67.2%+19.6pp |
| Annual return | 14.50% | 19.95%-5.4pp | 28.81%-14.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $589 | $4,537-87.0% | $6,427-90.8% | $2,623-77.5% |
| Participant deferral / active EE | $7,059 | $7,139-1.1% | $9,131-22.7% | $4,346+62.4% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |