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 9-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 | $16,964 | $44,873-62.2% | $79,464-78.7% | $56,287-69.9% |
| Participation rate | 80.7% | 68.7%+12.0pp | 73.3%+7.4pp | 69.9%+10.8pp |
| Annual return | -8.35% | 0.81%-9.2pp | 718.14%-726.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,381 | $2,140-35.5% | $2,800-50.7% | $2,111-34.6% |
| Participant deferral / active EE | $2,724 | $2,746-0.8% | $3,704-26.4% | $3,350-18.7% |
| Admin fee / account holder | $0 | $418-99.9% | $5,113-100.0% | $521-99.9% |