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.
Participant 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 | $34,330 | $101,317-66.1% | $146,958-76.6% | $74,495-53.9% |
| Participation rate | 86.5% | 75.5%+10.9pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 16.92% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,197 | $3,810-68.6% | $4,933-75.7% | $2,623-54.4% |
| Participant deferral / active EE | $2,386 | $7,303-67.3% | $8,070-70.4% | $4,346-45.1% |
| Admin fee / account holder | $8 | $1,739-99.5% | $12,998-99.9% | $1,942-99.6% |