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 | $133,001 | $123,793+7.4% | $177,821-25.2% | $79,858+66.5% |
| Participation rate | 89.0% | 84.7%+4.4pp | 87.7%+1.3pp | 69.6%+19.4pp |
| Annual return | 15.20% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,194 | $4,095-70.8% | $5,918-79.8% | $2,471-51.7% |
| Participant deferral / active EE | $4,878 | $5,956-18.1% | $7,714-36.8% | $3,740+30.4% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |