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 | $125,240 | $88,122+42.1% | $141,162-11.3% | $67,579+85.3% |
| Participation rate | 77.3% | 76.5%+0.8pp | 82.5%-5.2pp | 71.3%+6.0pp |
| Annual return | 23.75% | 75.40%-51.7pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $13,813 | $5,958+131.9% | $6,709+105.9% | $3,539+290.3% |
| Admin fee / account holder | -$77 | $131-158.6% | $10,261-100.7% | $142-153.9% |