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 4-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 | $68,039 | $70,667-3.7% | $123,104-44.7% | $52,331+30.0% |
| Participation rate | 94.8% | 83.7%+11.1pp | 86.8%+8.0pp | 68.1%+26.7pp |
| Annual return | 235.63% | 6.23%+229.4pp | 13.22%+222.4pp | 4.54%+231.1pp |
| Employer contribution / active EE | $7,824 | $2,946+165.6% | $5,151+51.9% | $1,882+315.8% |
| Participant deferral / active EE | $12,216 | $4,493+171.9% | $6,230+96.1% | $3,022+304.2% |
| Admin fee / account holder | $41 | $506-91.9% | $9,015-99.5% | $592-93.1% |