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 | $32,170 | $62,928-48.9% | $172,739-81.4% | $67,579-52.4% |
| Participation rate | 79.4% | 64.5%+15.0pp | 82.6%-3.2pp | 71.3%+8.2pp |
| Annual return | 21.43% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $334 | $1,636-79.6% | $5,143-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $2,711 | $2,145+26.4% | $5,198-47.8% | $3,539-23.4% |
| Admin fee / account holder | $109 | $167-34.7% | $13,954-99.2% | $142-23.6% |