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 | $35,367 | $42,396-16.6% | $67,313-47.5% | $56,287-37.2% |
| Participation rate | 72.1% | 61.0%+11.1pp | 69.1%+3.0pp | 69.9%+2.3pp |
| Annual return | -5.51% | -36.63%+31.1pp | -4.08%-1.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,194 | $2,360+35.4% | $3,568-10.5% | $3,350-4.6% |
| Admin fee / account holder | $110 | $510-78.4% | $4,507-97.6% | $521-78.9% |