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 | $7,751 | $37,044-79.1% | $71,796-89.2% | $57,658-86.6% |
| Participation rate | 78.4% | 61.1%+17.3pp | 69.1%+9.3pp | 70.2%+8.1pp |
| Annual return | 6.75% | 12.64%-5.9pp | 78.04%-71.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $645 | $720-10.4% | $1,924-66.5% | $1,974-67.3% |
| Participant deferral / active EE | $1,439 | $1,974-27.1% | $2,794-48.5% | $3,061-53.0% |
| Admin fee / account holder | $72 | $101-28.4% | $4,815-98.5% | $95-23.6% |