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 | $20,911 | $50,464-58.6% | $75,781-72.4% | $52,331-60.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 75.8%+21.6pp | 68.1%+29.3pp |
| Annual return | 3.12% | 1.03%+2.1pp | 9.68%-6.6pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,817 | $1,988-8.6% | $3,323-45.3% | $1,882-3.4% |
| Participant deferral / active EE | $2,901 | $2,570+12.8% | $3,651-20.6% | $3,022-4.0% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,299-99.9% | $592-99.0% |