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 | $10,248 | $36,916-72.2% | $156,549-93.5% | $57,658-82.2% |
| Participation rate | 77.3% | 63.4%+13.9pp | 84.0%-6.7pp | 70.2%+7.1pp |
| Annual return | 14.37% | 12.38%+2.0pp | 32.23%-17.9pp | 5.13%+9.2pp |
| Employer contribution / active EE | $1,248 | $1,571-20.5% | $5,501-77.3% | $1,974-36.8% |
| Participant deferral / active EE | $622 | $1,926-67.7% | $4,871-87.2% | $3,061-79.7% |
| Admin fee / account holder | $7 | $82-90.9% | $13,027-99.9% | $95-92.1% |