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.
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 | $145,427 | $72,177+101.5% | $115,037+26.4% | $59,632+143.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.62% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,250 | $2,841-20.8% | $4,608-51.2% | $2,203+2.2% |
| Participant deferral / active EE | $11,336 | $4,783+137.0% | $6,026+88.1% | $3,192+255.2% |
| Admin fee / account holder | $5 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |