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 | $206,737 | $88,122+134.6% | $141,162+46.5% | $67,579+205.9% |
| Participation rate | 74.7% | 76.5%-1.7pp | 82.5%-7.7pp | 71.3%+3.4pp |
| Annual return | 25.35% | 75.40%-50.1pp | 71.39%-46.0pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,601 | $3,224-50.4% | $4,735-66.2% | $2,148-25.5% |
| Participant deferral / active EE | $13,675 | $5,958+129.5% | $6,709+103.8% | $3,539+286.4% |
| Admin fee / account holder | $3 | $131-97.8% | $10,261-100.0% | $142-98.0% |