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 | $97,921 | $58,083+68.6% | $80,019+22.4% | $56,287+74.0% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.8%+21.4pp | 69.9%+27.4pp |
| Annual return | -5.45% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,572 | $1,932+84.9% | $2,468+44.8% | $2,111+69.2% |
| Participant deferral / active EE | $4,467 | $3,135+42.5% | $3,686+21.2% | $3,350+33.3% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |