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 | $17,659 | $50,637-65.1% | $86,590-79.6% | $62,292-71.7% |
| Participation rate | 98.0% | 67.9%+30.1pp | 73.5%+24.4pp | 69.5%+28.5pp |
| Annual return | 16.96% | 20.80%-3.8pp | 964.84%-947.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $858 | $2,075-58.7% | $2,839-69.8% | $2,042-58.0% |
| Participant deferral / active EE | $2,308 | $2,611-11.6% | $3,609-36.1% | $3,169-27.2% |
| Admin fee / account holder | $200 | $413-51.7% | $4,906-95.9% | $479-58.3% |