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 | $51,030 | $48,076+6.1% | $78,689-35.1% | $62,891-18.9% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 8.44% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,219 | $2,015+10.2% | $2,851-22.1% | $2,281-2.7% |
| Participant deferral / active EE | $7,703 | $2,588+197.7% | $3,517+119.0% | $3,203+140.5% |
| Admin fee / account holder | $55 | $3,207-98.3% | $4,510-98.8% | $4,296-98.7% |