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 | $20,946 | $57,354-63.5% | $83,848-75.0% | $64,186-67.4% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $11,215 | $2,545+340.6% | $3,631+208.9% | $2,381+371.1% |
| Participant deferral / active EE | $1,110 | $2,993-62.9% | $4,082-72.8% | $3,470-68.0% |
| Admin fee / account holder | $5 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |