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 | $23,279 | $38,595-39.7% | $80,004-70.9% | $52,331-55.5% |
| Participation rate | 84.3% | 64.5%+19.8pp | 73.0%+11.3pp | 68.1%+16.2pp |
| Annual return | 1.43% | 2.04%-0.6pp | 7.63%-6.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $192 | $1,133-83.0% | $2,473-92.2% | $1,882-89.8% |
| Participant deferral / active EE | $1,128 | $2,318-51.3% | $3,204-64.8% | $3,022-62.7% |
| Admin fee / account holder | $7 | $304-97.8% | $5,033-99.9% | $592-98.9% |