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 | $15,627 | $80,177-80.5% | $123,892-87.4% | $57,658-72.9% |
| Participation rate | 85.5% | 74.4%+11.0pp | 81.4%+4.0pp | 70.2%+15.2pp |
| Annual return | 9.38% | 17.90%-8.5pp | 47.52%-38.1pp | 5.13%+4.2pp |
| Employer contribution / active EE | $4,473 | $2,913+53.6% | $4,617-3.1% | $1,974+126.6% |
| Participant deferral / active EE | $4,055 | $5,130-21.0% | $5,984-32.2% | $3,061+32.5% |
| Admin fee / account holder | $11 | $106-89.8% | $8,357-99.9% | $95-88.5% |