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 | $45,468 | $69,159-34.3% | $125,175-63.7% | $67,579-32.7% |
| Participation rate | 87.9% | 78.2%+9.7pp | 79.8%+8.2pp | 71.3%+16.7pp |
| Annual return | 18.24% | 27.12%-8.9pp | 43.79%-25.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,873 | $2,023-7.5% | $3,865-51.6% | $2,148-12.8% |
| Participant deferral / active EE | $3,344 | $3,700-9.6% | $4,937-32.3% | $3,539-5.5% |
| Admin fee / account holder | $41 | $142-71.0% | $9,702-99.6% | $142-71.1% |