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 | $98,931 | $60,165+64.4% | $74,183+33.4% | $55,167+79.3% |
| Participation rate | 85.4% | 74.2%+11.3pp | 76.6%+8.8pp | 69.0%+16.4pp |
| Annual return | 7.88% | 10.00%-2.1pp | 17.74%-9.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,522 | $2,973+18.5% | $3,550-0.8% | $3,054+15.3% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |