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.
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 | $59,065 | $139,618-57.7% | $100,516-41.2% | $106,222-44.4% |
| Participation rate | 89.4% | 83.2%+6.2pp | 79.4%+10.0pp | 70.8%+18.6pp |
| Annual return | 14.77% | 22.24%-7.5pp | 30.89%-16.1pp | 21.69%-6.9pp |
| Employer contribution / active EE | $2,778 | $3,379-17.8% | $3,418-18.7% | $2,723+2.0% |
| Participant deferral / active EE | $4,322 | $8,459-48.9% | $6,270-31.1% | $4,600-6.0% |
| Admin fee / account holder | $0 | $91-100.0% | $8,081-100.0% | $78-100.0% |