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 | $98,421 | $85,135+15.6% | $98,907-0.5% | $73,409+34.1% |
| Participation rate | 86.9% | 81.1%+5.8pp | 76.0%+10.9pp | 72.2%+14.8pp |
| Annual return | 10.88% | 19.14%-8.3pp | 196.43%-185.5pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,210 | $2,721-55.5% | $2,689-55.0% | $2,234-45.8% |
| Participant deferral / active EE | $5,460 | $4,349+25.5% | $4,244+28.6% | $3,805+43.5% |
| Admin fee / account holder | $296 | $139+112.7% | $6,642-95.5% | $158+87.6% |