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 | $9,087 | $58,879-84.6% | $178,490-94.9% | $73,488-87.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 13.68% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,495 | $2,236-33.2% | $5,011-70.2% | $2,270-34.2% |
| Participant deferral / active EE | $1,126 | $2,567-56.1% | $5,202-78.3% | $3,740-69.9% |
| Admin fee / account holder | $13 | $400-96.7% | $13,984-99.9% | $513-97.4% |