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 | $195,039 | $88,324+120.8% | $115,037+69.5% | $55,191+253.4% |
| Participation rate | 93.3% | 72.5%+20.7pp | 81.4%+11.9pp | 69.2%+24.1pp |
| Annual return | 0.49% | 6.30%-5.8pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $730 | $2,805-74.0% | $4,608-84.2% | $1,899-61.5% |
| Participant deferral / active EE | $11,502 | $5,042+128.1% | $6,026+90.9% | $3,046+277.6% |
| Admin fee / account holder | -$41 | $105-139.3% | $8,175-100.5% | $91-145.6% |