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 | $32,095 | $37,117-13.5% | $147,614-78.3% | $55,191-41.8% |
| Participation rate | 72.4% | 63.6%+8.8pp | 84.6%-12.3pp | 69.2%+3.2pp |
| Annual return | -0.54% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $523 | $1,620-67.8% | $5,564-90.6% | $1,899-72.5% |
| Participant deferral / active EE | $2,255 | $1,985+13.6% | $4,895-53.9% | $3,046-26.0% |
| Admin fee / account holder | $25 | $86-71.2% | $11,611-99.8% | $91-72.8% |