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 | $169,344 | $88,324+91.7% | $115,037+47.2% | $55,191+206.8% |
| Participation rate | 97.3% | 72.5%+24.8pp | 81.4%+15.9pp | 69.2%+28.1pp |
| Annual return | -1.58% | 6.30%-7.9pp | 26.14%-27.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $17,170 | $2,805+512.1% | $4,608+272.6% | $1,899+804.3% |
| Participant deferral / active EE | $13,158 | $5,042+160.9% | $6,026+118.3% | $3,046+331.9% |
| Admin fee / account holder | $7 | $105-93.0% | $8,175-99.9% | $91-91.9% |