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 | $23,777 | $44,059-46.0% | $71,671-66.8% | $69,631-65.9% |
| Participation rate | 82.3% | 60.8%+21.6pp | 68.7%+13.6pp | 70.7%+11.7pp |
| Annual return | 15.39% | 21.97%-6.6pp | 20.65%-5.3pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $930 | $1,305-28.7% | $2,460-62.2% | $2,032-54.2% |
| Participant deferral / active EE | $2,774 | $2,370+17.1% | $3,438-19.3% | $3,224-13.9% |
| Admin fee / account holder | $9 | $108-91.9% | $5,558-99.8% | $110-92.1% |