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 | $133,351 | $80,753+65.1% | $136,294-2.2% | $62,292+114.1% |
| Participation rate | 87.8% | 73.5%+14.2pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 13.35% | 35.83%-22.5pp | 5155.94%-5142.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,015 | $2,884-64.8% | $4,695-78.4% | $2,042-50.3% |
| Participant deferral / active EE | $9,265 | $5,164+79.4% | $6,247+48.3% | $3,169+192.4% |
| Admin fee / account holder | $33 | $525-93.6% | $9,243-99.6% | $479-93.0% |