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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,296 | $50,637-56.0% | $86,590-74.3% | $62,292-64.2% |
| Participation rate | 83.1% | 67.9%+15.2pp | 73.5%+9.6pp | 69.5%+13.6pp |
| Annual return | 8.90% | 20.80%-11.9pp | 964.84%-955.9pp | 28.90%-20.0pp |
| Employer contribution / active EE | $1,294 | $2,075-37.6% | $2,839-54.4% | $2,042-36.6% |
| Participant deferral / active EE | $1,693 | $2,611-35.2% | $3,609-53.1% | $3,169-46.6% |
| Admin fee / account holder | $34 | $413-91.9% | $4,906-99.3% | $479-93.0% |