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 | $80,092 | $89,739-10.8% | $149,718-46.5% | $62,292+28.6% |
| Participation rate | 89.4% | 85.1%+4.3pp | 87.1%+2.3pp | 69.5%+19.9pp |
| Annual return | 25.21% | 21.01%+4.2pp | 1501.63%-1476.4pp | 28.90%-3.7pp |
| Employer contribution / active EE | $1,221 | $3,233-62.2% | $5,445-77.6% | $2,042-40.2% |
| Participant deferral / active EE | $7,513 | $4,797+56.6% | $6,569+14.4% | $3,169+137.1% |
| Admin fee / account holder | $200 | $551-63.7% | $11,283-98.2% | $479-58.3% |