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 7-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 | $33,220 | $62,267-46.6% | $110,238-69.9% | $55,725-40.4% |
| Participation rate | 74.0% | 78.1%-4.1pp | 79.8%-5.8pp | 70.9%+3.2pp |
| Annual return | -8.16% | -1.07%-7.1pp | 314.74%-322.9pp | 244.93%-253.1pp |
| Employer contribution / active EE | $1,529 | $1,941-21.2% | $3,826-60.0% | $2,078-26.4% |
| Participant deferral / active EE | $3,488 | $3,516-0.8% | $4,672-25.3% | $3,356+4.0% |
| Admin fee / account holder | $152 | $121+25.5% | $8,547-98.2% | $115+31.7% |