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 | $22,622 | $54,237-58.3% | $90,281-74.9% | $67,579-66.5% |
| Participation rate | 99.2% | 68.6%+30.6pp | 73.3%+25.9pp | 71.3%+27.9pp |
| Annual return | 18.46% | 37.27%-18.8pp | 78.10%-59.6pp | 378.56%-360.1pp |
| Employer contribution / active EE | $891 | $1,846-51.7% | $2,854-68.8% | $2,148-58.5% |
| Participant deferral / active EE | $2,382 | $2,625-9.3% | $3,885-38.7% | $3,539-32.7% |
| Admin fee / account holder | $246 | $123+99.0% | $5,351-95.4% | $142+72.6% |