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 | $24,592 | $107,378-77.1% | $108,579-77.4% | $57,658-57.3% |
| Participation rate | 90.0% | 77.1%+12.9pp | 79.6%+10.5pp | 70.2%+19.8pp |
| Annual return | 88.78% | 12.80%+76.0pp | -51.70%+140.5pp | 5.13%+83.6pp |
| Employer contribution / active EE | $1,421 | $1,782-20.2% | $3,758-62.2% | $1,974-28.0% |
| Participant deferral / active EE | $2,998 | $3,221-6.9% | $4,311-30.5% | $3,061-2.1% |
| Admin fee / account holder | $91 | $108-15.9% | $7,645-98.8% | $95-3.5% |