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 | $27,533 | $62,928-56.2% | $172,739-84.1% | $67,579-59.3% |
| Participation rate | 93.6% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.3pp |
| Annual return | 21.12% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,041 | $1,636-36.4% | $5,143-79.8% | $2,148-51.6% |
| Participant deferral / active EE | $2,972 | $2,145+38.6% | $5,198-42.8% | $3,539-16.0% |
| Admin fee / account holder | $140 | $167-15.7% | $13,954-99.0% | $142-1.3% |