Filed June 3, 2020
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 | $62,882 | $58,655+7.2% | $91,989-31.6% | $65,185-3.5% |
| Participation rate | 96.7% | 75.3%+21.4pp | 78.6%+18.1pp | 70.2%+26.5pp |
| Annual return | 29.30% | 33.92%-4.6pp | 69.02%-39.7pp | 29.38%-0.1pp |
| Employer contribution / active EE | $2,298 | $2,080+10.5% | $3,452-33.4% | $2,177+5.6% |
| Participant deferral / active EE | $7,792 | $5,474+42.3% | $5,923+31.6% | $3,514+121.8% |
| Admin fee / account holder | $6 | $434-98.6% | $7,743-99.9% | $847-99.3% |