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 | $19,742 | $100,801-80.4% | $149,696-86.8% | $73,409-73.1% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 26.64% | 265.34%-238.7pp | 276.60%-250.0pp | 59.29%-32.6pp |
| Employer contribution / active EE | $380 | $3,312-88.5% | $4,644-91.8% | $2,234-83.0% |
| Participant deferral / active EE | $7,721 | $6,404+20.6% | $6,842+12.8% | $3,805+102.9% |
| Admin fee / account holder | $15 | $181-91.8% | $9,309-99.8% | $158-90.7% |