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 8-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.
Annual investment return 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 | $48,336 | $104,862-53.9% | $90,160-46.4% | $80,976-40.3% |
| Participation rate | 78.9% | 78.9%-0.1pp | 76.9%+2.0pp | 68.3%+10.6pp |
| Annual return | 13.27% | 20.18%-6.9pp | 34.88%-21.6pp | 22.91%-9.6pp |
| Employer contribution / active EE | $2,277 | $2,724-16.4% | $3,318-31.4% | $2,402-5.2% |
| Participant deferral / active EE | $3,193 | $6,098-47.6% | $5,288-39.6% | $3,848-17.0% |
| Admin fee / account holder | $0 | $76-100.0% | $5,943-100.0% | $67-100.0% |