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.
Employer contribution per participant 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 | $13,443 | $37,213-63.9% | $156,549-91.4% | $63,975-79.0% |
| Participation rate | 79.5% | 65.0%+14.5pp | 84.0%-4.5pp | 71.1%+8.4pp |
| Annual return | 8.44% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $47 | $1,357-96.5% | $5,501-99.1% | $2,182-97.8% |
| Participant deferral / active EE | $1,827 | $2,070-11.8% | $4,871-62.5% | $3,356-45.6% |
| Admin fee / account holder | $5 | $56-91.6% | $13,027-100.0% | $70-93.3% |