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 | $34,341 | $81,208-57.7% | $98,907-65.3% | $79,858-57.0% |
| Participation rate | 88.2% | 72.5%+15.7pp | 76.0%+12.1pp | 69.6%+18.5pp |
| Annual return | 16.78% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $354 | $1,960-82.0% | $2,689-86.9% | $2,471-85.7% |
| Participant deferral / active EE | $2,568 | $3,265-21.4% | $4,244-39.5% | $3,740-31.3% |
| Admin fee / account holder | $68 | $6,013-98.9% | $6,642-99.0% | $5,306-98.7% |