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 | $107,428 | $70,908+51.5% | $98,907+8.6% | $73,488+46.2% |
| Participation rate | 97.7% | 73.8%+23.9pp | 76.0%+21.7pp | 70.7%+27.0pp |
| Annual return | 14.58% | 34.17%-19.6pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,031 | $3,500+43.8% | $4,244+18.5% | $3,740+34.5% |
| Admin fee / account holder | $234 | $535-56.2% | $6,642-96.5% | $513-54.4% |