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 | $77,360 | $67,411+14.8% | $91,001-15.0% | $70,131+10.3% |
| Participation rate | 95.5% | 71.4%+24.2pp | 75.6%+19.9pp | 69.5%+26.0pp |
| Annual return | 13.50% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,631 | $1,786+103.3% | $2,456+47.9% | $2,342+55.0% |
| Participant deferral / active EE | $1,611 | $2,823-42.9% | $3,547-54.6% | $3,332-51.6% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |