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 | $59,566 | $43,423+37.2% | $78,689-24.3% | $55,167+8.0% |
| Participation rate | 75.2% | 68.0%+7.2pp | 73.6%+1.6pp | 69.0%+6.2pp |
| Annual return | 4.89% | 11.53%-6.6pp | 62.18%-57.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $958 | $1,997-52.0% | $2,851-66.4% | $1,963-51.2% |
| Participant deferral / active EE | $3,768 | $2,509+50.2% | $3,517+7.1% | $3,054+23.4% |
| Admin fee / account holder | $283 | $416-31.9% | $4,510-93.7% | $504-43.8% |