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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,101 | $65,592+285.9% | $90,160+180.7% | $69,631+263.5% |
| Participation rate | 86.4% | 77.6%+8.8pp | 76.9%+9.5pp | 70.7%+15.7pp |
| Annual return | 18.13% | 57.10%-39.0pp | 34.88%-16.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $4,415 | $2,193+101.3% | $3,318+33.1% | $2,032+117.3% |
| Participant deferral / active EE | $8,067 | $5,257+53.5% | $5,288+52.6% | $3,224+150.2% |
| Admin fee / account holder | $11 | $86-87.5% | $5,943-99.8% | $110-90.3% |