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 | $126,285 | $132,049-4.4% | $200,582-37.0% | $74,304+70.0% |
| Participation rate | 86.1% | 84.1%+2.0pp | 86.9%-0.8pp | 60.3%+25.7pp |
| Annual return | 14.21% | 22.22%-8.0pp | 42.33%-28.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $672 | $4,558-85.3% | $6,419-89.5% | $2,241-70.0% |
| Participant deferral / active EE | $7,812 | $7,213+8.3% | $9,331-16.3% | $3,767+107.4% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |