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.
Employer 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 | $127,110 | $109,359+16.2% | $162,163-21.6% | $72,985+74.2% |
| Participation rate | 90.6% | 84.3%+6.3pp | 87.6%+3.0pp | 69.5%+21.1pp |
| Annual return | 18.99% | 25.46%-6.5pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,087 | $3,907-72.2% | $5,614-80.6% | $2,440-55.5% |
| Participant deferral / active EE | $4,274 | $5,481-22.0% | $7,298-41.4% | $3,607+18.5% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |