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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,274 | $50,199-39.7% | $70,092-56.8% | $66,914-54.8% |
| Participation rate | 88.7% | 66.3%+22.4pp | 70.5%+18.2pp | 69.8%+18.9pp |
| Annual return | 46.34% | -13.85%+60.2pp | 190.73%-144.4pp | 1.58%+44.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |