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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,447 | $60,165-61.0% | $74,183-68.4% | $55,167-57.5% |
| Participation rate | 98.1% | 74.2%+23.9pp | 76.6%+21.4pp | 69.0%+29.1pp |
| Annual return | 3.46% | 10.00%-6.5pp | 17.74%-14.3pp | 169.23%-165.8pp |
| Employer contribution / active EE | $930 | $1,600-41.9% | $2,370-60.8% | $1,963-52.6% |
| Participant deferral / active EE | $2,629 | $2,973-11.6% | $3,550-25.9% | $3,054-13.9% |
| Admin fee / account holder | $19 | $419-95.6% | $5,586-99.7% | $504-96.3% |