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 7-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 | $32,424 | $89,355-63.7% | $141,162-77.0% | $72,985-55.6% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 28.07% | 111.85%-83.8pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,712 | $3,114-12.9% | $4,735-42.7% | $2,440+11.1% |
| Participant deferral / active EE | $12,297 | $5,418+127.0% | $6,709+83.3% | $3,607+240.9% |
| Admin fee / account holder | $40 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |