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 | $86,391 | $74,089+16.6% | $133,980-35.5% | $55,167+56.6% |
| Participation rate | 89.1% | 84.3%+4.8pp | 87.1%+2.0pp | 69.0%+20.1pp |
| Annual return | 8.77% | 12.11%-3.3pp | 29.30%-20.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,173 | $3,064-61.7% | $5,211-77.5% | $1,963-40.2% |
| Participant deferral / active EE | $7,225 | $4,678+54.4% | $6,282+15.0% | $3,054+136.6% |
| Admin fee / account holder | $24 | $458-94.8% | $9,324-99.7% | $504-95.3% |