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 | $27,580 | $49,138-43.9% | $84,015-67.2% | $65,185-57.7% |
| Participation rate | 88.5% | 60.7%+27.8pp | 69.0%+19.5pp | 70.2%+18.3pp |
| Annual return | 19.40% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $744 | $914-18.6% | $1,983-62.5% | $2,177-65.8% |
| Participant deferral / active EE | $3,839 | $2,397+60.2% | $3,239+18.5% | $3,514+9.3% |
| Admin fee / account holder | $271 | $543-50.1% | $6,101-95.6% | $847-68.0% |