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.
Annual investment return 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 | $16,771 | $37,196-54.9% | $154,107-89.1% | $55,725-69.9% |
| Participation rate | 94.2% | 64.1%+30.1pp | 83.0%+11.1pp | 70.9%+23.3pp |
| Annual return | -6.57% | 1319.68%-1326.2pp | 735.12%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $880 | $1,614-45.5% | $5,298-83.4% | $2,078-57.7% |
| Participant deferral / active EE | $2,856 | $2,068+38.1% | $5,081-43.8% | $3,356-14.9% |
| Admin fee / account holder | $98 | $102-3.9% | $13,411-99.3% | $115-15.2% |