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.
Annual investment return 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 | $68,463 | $53,165+28.8% | $86,188-20.6% | $74,419-8.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 12.37% | 22.64%-10.3pp | 1168.45%-1156.1pp | 34.38%-22.0pp |
| Employer contribution / active EE | $2,699 | $1,210+123.1% | $2,380+13.4% | $2,637+2.3% |
| Participant deferral / active EE | $3,643 | $3,234+12.6% | $3,985-8.6% | $4,528-19.5% |
| Admin fee / account holder | $263 | $551-52.4% | $6,852-96.2% | $348-24.5% |