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 | $75,616 | $76,552-1.2% | $123,892-39.0% | $62,891+20.2% |
| Participation rate | 74.5% | 73.0%+1.5pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 10.99% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,956 | $2,883-32.1% | $4,617-57.6% | $2,281-14.2% |
| Participant deferral / active EE | $10,126 | $4,840+109.2% | $5,984+69.2% | $3,203+216.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |