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 | $76,920 | $77,813-1.1% | $123,544-37.7% | $64,186+19.8% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -4.17% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,124 | $5,240-40.4% | $6,426-51.4% | $3,470-9.9% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |