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 10-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.
Annual investment return 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 | $70,317 | $80,724-12.9% | $103,333-32.0% | $74,495-5.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 7.88% | 27.56%-19.7pp | 24.88%-17.0pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $8,721 | $3,157+176.2% | $3,868+125.5% | $2,623+232.5% |
| Participant deferral / active EE | $1,306 | $3,860-66.2% | $5,057-74.2% | $4,346-69.9% |
| Admin fee / account holder | $113 | $2,368-95.2% | $8,355-98.7% | $1,942-94.2% |