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 | $26,536 | $42,548-37.6% | $74,550-64.4% | $56,287-52.9% |
| Participation rate | 90.5% | 60.5%+30.1pp | 69.1%+21.4pp | 69.9%+20.7pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $511 | $855-40.3% | $1,961-73.9% | $2,111-75.8% |
| Participant deferral / active EE | $2,865 | $2,277+25.8% | $3,108-7.8% | $3,350-14.5% |
| Admin fee / account holder | $83 | $467-82.3% | $5,060-98.4% | $521-84.1% |