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 | $30,579 | $52,293-41.5% | $178,490-82.9% | $73,409-58.3% |
| Participation rate | 91.6% | 65.3%+26.2pp | 81.9%+9.7pp | 72.2%+19.4pp |
| Annual return | 14.42% | 34.75%-20.3pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $982 | $1,735-43.4% | $5,011-80.4% | $2,234-56.0% |
| Participant deferral / active EE | $2,712 | $2,332+16.3% | $5,202-47.9% | $3,805-28.7% |
| Admin fee / account holder | $132 | $127+3.8% | $13,984-99.1% | $158-16.3% |