Filed May 4, 2023
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 | $60,329 | $78,781-23.4% | $100,516-40.0% | $73,409-17.8% |
| Participation rate | 81.9% | 80.0%+1.9pp | 79.4%+2.5pp | 72.2%+9.8pp |
| Annual return | 35.57% | 31.69%+3.9pp | 30.89%+4.7pp | 59.29%-23.7pp |
| Employer contribution / active EE | $5,011 | $2,420+107.1% | $3,418+46.6% | $2,234+124.3% |
| Participant deferral / active EE | $12,178 | $6,537+86.3% | $6,270+94.2% | $3,805+220.0% |
| Admin fee / account holder | $2 | $145-98.3% | $8,081-100.0% | $158-98.4% |