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 6-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 | $36,155 | $41,377-12.6% | $109,313-66.9% | $62,891-42.5% |
| Participation rate | 75.3% | 57.5%+17.7pp | 71.3%+4.0pp | 69.3%+6.0pp |
| Annual return | 5.43% | 11.05%-5.6pp | 22.07%-16.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,478 | $1,276+15.8% | $3,892-62.0% | $2,281-35.2% |
| Participant deferral / active EE | $1,876 | $2,045-8.3% | $3,166-40.8% | $3,203-41.4% |
| Admin fee / account holder | $234 | $2,884-91.9% | $5,666-95.9% | $4,296-94.5% |