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.
Employer contribution per participant 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 | $33,473 | $74,089-54.8% | $133,980-75.0% | $55,167-39.3% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.1%-7.1pp | 69.0%+11.0pp |
| Annual return | 7.87% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $957 | $3,064-68.8% | $5,211-81.6% | $1,963-51.2% |
| Participant deferral / active EE | $2,835 | $4,678-39.4% | $6,282-54.9% | $3,054-7.2% |
| Admin fee / account holder | $29 | $458-93.7% | $9,324-99.7% | $504-94.3% |