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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,783 | $88,087-69.6% | $164,866-83.8% | $74,546-64.1% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 22.59% | 17.27%+5.3pp | 69.97%-47.4pp | 1366.03%-1343.4pp |
| Employer contribution / active EE | $3,928 | $2,595+51.3% | $4,343-9.6% | $2,624+49.7% |
| Participant deferral / active EE | $7,280 | $4,499+61.8% | $6,033+20.7% | $4,347+67.5% |
| Admin fee / account holder | $28 | $2,232-98.8% | $12,689-99.8% | $1,944-98.6% |