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 | $9,121 | $42,546-78.6% | $71,796-87.3% | $55,167-83.5% |
| Participation rate | 89.5% | 59.1%+30.4pp | 69.1%+20.4pp | 69.0%+20.5pp |
| Annual return | 8.23% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $310 | $803-61.4% | $1,924-83.9% | $1,963-84.2% |
| Participant deferral / active EE | $1,764 | $2,064-14.5% | $2,794-36.9% | $3,054-42.2% |
| Admin fee / account holder | $6 | $650-99.0% | $4,815-99.9% | $504-98.7% |