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.
Participant 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 | $15,918 | $59,186-73.1% | $76,768-79.3% | $56,287-71.7% |
| Participation rate | 97.5% | 75.2%+22.3pp | 77.0%+20.6pp | 69.9%+27.7pp |
| Annual return | -1.51% | 6.62%-8.1pp | 2.43%-3.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,027 | $1,759-41.6% | $2,485-58.7% | $2,111-51.3% |
| Participant deferral / active EE | $1,379 | $3,255-57.6% | $3,852-64.2% | $3,350-58.8% |
| Admin fee / account holder | $11 | $489-97.8% | $6,675-99.8% | $521-98.0% |