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 | $31,923 | $55,449-42.4% | $83,848-61.9% | $56,287-43.3% |
| Participation rate | 97.6% | 68.0%+29.6pp | 76.1%+21.5pp | 69.9%+27.7pp |
| Annual return | -17.58% | -1.38%-16.2pp | 850.88%-868.5pp | -9.96%-7.6pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,716 | $2,935-41.5% | $4,082-57.9% | $3,350-48.8% |
| Admin fee / account holder | $170 | $656-74.0% | $5,478-96.9% | $521-67.3% |