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 | $57,696 | $73,638-21.6% | $95,952-39.9% | $73,488-21.5% |
| Participation rate | 76.1% | 76.2%-0.1pp | 77.1%-1.0pp | 70.7%+5.4pp |
| Annual return | 14.98% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $379 | $1,863-79.7% | $2,541-85.1% | $2,270-83.3% |
| Participant deferral / active EE | $3,791 | $3,617+4.8% | $4,167-9.0% | $3,740+1.4% |
| Admin fee / account holder | $11 | $482-97.8% | $6,795-99.8% | $513-97.9% |