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 | $25,978 | $30,732-15.5% | $59,496-56.3% | $59,632-56.4% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | 1.64% | 4.47%-2.8pp | 182.05%-180.4pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $818 | $631+29.8% | $1,153-29.0% | $2,203-62.8% |
| Participant deferral / active EE | $2,435 | $1,183+105.8% | $1,829+33.1% | $3,192-23.7% |
| Admin fee / account holder | $7 | $2,136-99.7% | $2,232-99.7% | $4,297-99.8% |