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 9-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 | $16,236 | $73,102-77.8% | $123,544-86.9% | $56,287-71.2% |
| Participation rate | 80.7% | 74.3%+6.4pp | 82.3%-1.6pp | 69.9%+10.8pp |
| Annual return | -6.45% | 3.01%-9.5pp | 119.20%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,049 | $5,423-6.9% | $6,426-21.4% | $3,350+50.7% |
| Admin fee / account holder | $14 | $554-97.5% | $9,284-99.9% | $521-97.4% |