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 9-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 | $83,048 | $73,638+12.8% | $95,952-13.4% | $73,488+13.0% |
| Participation rate | 76.5% | 76.2%+0.3pp | 77.1%-0.6pp | 70.7%+5.8pp |
| Annual return | 14.31% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $472 | $1,863-74.7% | $2,541-81.4% | $2,270-79.2% |
| Participant deferral / active EE | $3,768 | $3,617+4.2% | $4,167-9.6% | $3,740+0.8% |
| Admin fee / account holder | $17 | $482-96.6% | $6,795-99.8% | $513-96.8% |