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 | $46,183 | $41,617+11.0% | $84,611-45.4% | $77,787-40.6% |
| Participation rate | 89.1% | 45.0%+44.1pp | 68.2%+20.9pp | 73.2%+15.9pp |
| Annual return | 17.66% | 24.97%-7.3pp | 258.74%-241.1pp | 32.57%-14.9pp |
| Employer contribution / active EE | $2,522 | $1,061+137.7% | $2,652-4.9% | $2,504+0.7% |
| Participant deferral / active EE | $2,797 | $2,129+31.4% | $3,899-28.3% | $3,967-29.5% |
| Admin fee / account holder | $62 | $121-48.9% | $4,912-98.7% | $100-38.3% |