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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,622 | $80,753-69.5% | $136,294-81.9% | $62,292-60.5% |
| Participation rate | 94.9% | 73.5%+21.3pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 27.66% | 35.83%-8.2pp | 5155.94%-5128.3pp | 28.90%-1.2pp |
| Employer contribution / active EE | $1,960 | $2,884-32.0% | $4,695-58.3% | $2,042-4.0% |
| Participant deferral / active EE | $6,096 | $5,164+18.0% | $6,247-2.4% | $3,169+92.4% |
| Admin fee / account holder | $22 | $525-95.7% | $9,243-99.8% | $479-95.3% |