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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,295 | $74,024+26.0% | $77,999+19.6% | $57,658+61.8% |
| Participation rate | 81.2% | 79.7%+1.5pp | 75.5%+5.7pp | 70.2%+11.0pp |
| Annual return | 8.51% | 12.14%-3.6pp | 425.96%-417.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,965 | $2,365+25.4% | $2,470+20.0% | $1,974+50.2% |
| Participant deferral / active EE | $6,456 | $3,533+82.7% | $3,497+84.6% | $3,061+111.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |