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 | $27,539 | $72,277-61.9% | $101,248-72.8% | $79,858-65.5% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 12.78% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,428 | $2,692+176.0% | $3,660+103.0% | $2,471+200.6% |
| Participant deferral / active EE | $1,163 | $3,282-64.6% | $4,370-73.4% | $3,740-68.9% |
| Admin fee / account holder | $5 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |