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 | $26,438 | $65,365-59.6% | $92,893-71.5% | $72,985-63.8% |
| Participation rate | 86.1% | 68.3%+17.8pp | 76.0%+10.1pp | 69.5%+16.6pp |
| Annual return | 16.85% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $11,691 | $2,594+350.7% | $3,653+220.1% | $2,440+379.2% |
| Participant deferral / active EE | $1,080 | $3,128-65.5% | $4,236-74.5% | $3,607-70.1% |
| Admin fee / account holder | $8 | $4,251-99.8% | $5,794-99.9% | $5,124-99.8% |