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 | $50,315 | $80,753-37.7% | $136,294-63.1% | $62,292-19.2% |
| Participation rate | 84.1% | 73.5%+10.6pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 16.91% | 35.83%-18.9pp | 5155.94%-5139.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $618 | $2,884-78.6% | $4,695-86.8% | $2,042-69.7% |
| Participant deferral / active EE | $2,563 | $5,164-50.4% | $6,247-59.0% | $3,169-19.1% |
| Admin fee / account holder | $25 | $525-95.3% | $9,243-99.7% | $479-94.8% |