Filed June 7, 2024
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 | $41,258 | $36,916+11.8% | $156,549-73.6% | $57,658-28.4% |
| Participation rate | 96.0% | 63.4%+32.6pp | 84.0%+12.0pp | 70.2%+25.8pp |
| Annual return | 7.50% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,767 | $1,571+12.5% | $5,501-67.9% | $1,974-10.5% |
| Participant deferral / active EE | $2,297 | $1,926+19.3% | $4,871-52.8% | $3,061-24.9% |
| Admin fee / account holder | $3 | $82-96.6% | $13,027-100.0% | $95-97.1% |