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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,380 | $60,165-49.5% | $74,183-59.0% | $55,167-44.9% |
| Participation rate | 75.6% | 74.2%+1.5pp | 76.6%-1.0pp | 69.0%+6.6pp |
| Annual return | 6.01% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $347 | $1,600-78.3% | $2,370-85.4% | $1,963-82.3% |
| Participant deferral / active EE | $2,239 | $2,973-24.7% | $3,550-36.9% | $3,054-26.7% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |