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 | $81,518 | $76,552+6.5% | $123,892-34.2% | $62,891+29.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.28% | 18.68%-15.4pp | 47.52%-44.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,388 | $2,883-51.8% | $4,617-69.9% | $2,281-39.1% |
| Participant deferral / active EE | $6,495 | $4,840+34.2% | $5,984+8.5% | $3,203+102.8% |
| Admin fee / account holder | $47 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |