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 | $32,074 | $74,024-56.7% | $77,999-58.9% | $57,658-44.4% |
| Participation rate | 75.6% | 79.7%-4.2pp | 75.5%+0.1pp | 70.2%+5.4pp |
| Annual return | 9.60% | 12.14%-2.5pp | 425.96%-416.4pp | 5.13%+4.5pp |
| Employer contribution / active EE | $369 | $2,365-84.4% | $2,470-85.1% | $1,974-81.3% |
| Participant deferral / active EE | $2,949 | $3,533-16.5% | $3,497-15.7% | $3,061-3.7% |
| Admin fee / account holder | $17 | $93-81.6% | $5,480-99.7% | $95-81.8% |