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 | $35,423 | $43,423-18.4% | $78,689-55.0% | $55,167-35.8% |
| Participation rate | 75.1% | 68.0%+7.1pp | 73.6%+1.6pp | 69.0%+6.1pp |
| Annual return | 6.65% | 11.53%-4.9pp | 62.18%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $953 | $1,997-52.3% | $2,851-66.6% | $1,963-51.4% |
| Participant deferral / active EE | $1,666 | $2,509-33.6% | $3,517-52.6% | $3,054-45.4% |
| Admin fee / account holder | $84 | $416-79.9% | $4,510-98.1% | $504-83.4% |