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.
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 | $16,506 | $50,898-67.6% | $171,082-90.4% | $55,167-70.1% |
| Participation rate | 76.9% | 63.3%+13.7pp | 76.7%+0.2pp | 69.0%+7.9pp |
| Annual return | 5.71% | 15.34%-9.6pp | 32.56%-26.9pp | 169.23%-163.5pp |
| Employer contribution / active EE | $573 | $1,433-60.0% | $4,002-85.7% | $1,963-70.8% |
| Participant deferral / active EE | $1,419 | $2,994-52.6% | $4,797-70.4% | $3,054-53.5% |
| Admin fee / account holder | $17 | $500-96.6% | $8,520-99.8% | $504-96.6% |