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 | $73,570 | $54,193+35.8% | $93,606-21.4% | $77,643-5.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 10.89% | 30.54%-19.6pp | 133.20%-122.3pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,453 | $1,168+110.0% | $2,420+1.4% | $2,726-10.0% |
| Participant deferral / active EE | $3,241 | $3,144+3.1% | $4,411-26.5% | $4,647-30.3% |
| Admin fee / account holder | $267 | $576-53.6% | $8,285-96.8% | $430-38.0% |