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 9-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.
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 | $62,994 | $76,670-17.8% | $96,683-34.8% | $71,457-11.8% |
| Participation rate | 79.9% | 66.6%+13.3pp | 74.3%+5.5pp | 67.9%+11.9pp |
| Annual return | 13.46% | 48.29%-34.8pp | 35.69%-22.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,806 | $3,031-7.4% | $3,737-24.9% | $2,588+8.4% |
| Participant deferral / active EE | $6,581 | $3,771+74.5% | $4,878+34.9% | $4,289+53.4% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |