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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,723 | $52,953-21.2% | $172,739-75.8% | $65,185-36.0% |
| Participation rate | 28.3% | 66.2%-37.9pp | 82.6%-54.4pp | 70.2%-41.9pp |
| Annual return | 21.50% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,460 | $2,471-40.9% | $5,198-71.9% | $3,514-58.5% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |