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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $189,112 | $50,175+276.9% | $99,443+90.2% | $65,185+190.1% |
| Participation rate | 76.3% | 68.4%+7.9pp | 73.8%+2.5pp | 70.2%+6.1pp |
| Annual return | 24.92% | 25.36%-0.4pp | 30.72%-5.8pp | 29.38%-4.5pp |
| Employer contribution / active EE | $614 | $1,496-58.9% | $2,540-75.8% | $2,177-71.8% |
| Participant deferral / active EE | $3,818 | $2,748+38.9% | $3,619+5.5% | $3,514+8.6% |
| Admin fee / account holder | $0 | $398-100.0% | $6,250-100.0% | $847-100.0% |