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 | $17,781 | $44,873-60.4% | $79,464-77.6% | $56,287-68.4% |
| Participation rate | 99.1% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -10.51% | 0.81%-11.3pp | 718.14%-728.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $964 | $2,140-55.0% | $2,800-65.6% | $2,111-54.4% |
| Participant deferral / active EE | $2,661 | $2,746-3.1% | $3,704-28.2% | $3,350-20.6% |
| Admin fee / account holder | $219 | $418-47.6% | $5,113-95.7% | $521-57.9% |