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 9-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 | $10,130 | $43,453-76.7% | $109,313-90.7% | $63,975-84.2% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 71.1%+28.9pp |
| Annual return | 10.66% | 9.85%+0.8pp | 22.07%-11.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $762 | $1,799-57.7% | $3,892-80.4% | $2,182-65.1% |
| Participant deferral / active EE | $1,059 | $2,093-49.4% | $3,166-66.6% | $3,356-68.5% |
| Admin fee / account holder | $40 | $79-49.9% | $5,666-99.3% | $70-43.8% |