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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,928 | $36,916-40.6% | $156,549-86.0% | $57,658-62.0% |
| Participation rate | 72.1% | 63.4%+8.7pp | 84.0%-11.9pp | 70.2%+1.9pp |
| Annual return | 7.85% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $187 | $1,571-88.1% | $5,501-96.6% | $1,974-90.5% |
| Participant deferral / active EE | $1,075 | $1,926-44.2% | $4,871-77.9% | $3,061-64.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |