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 | $59,702 | $46,173+29.3% | $170,442-65.0% | $69,631-14.3% |
| Participation rate | 91.9% | 63.9%+28.0pp | 83.6%+8.3pp | 70.7%+21.2pp |
| Annual return | 15.50% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,766 | $1,610+71.8% | $5,433-49.1% | $2,032+36.1% |
| Participant deferral / active EE | $2,430 | $2,080+16.8% | $4,939-50.8% | $3,224-24.6% |
| Admin fee / account holder | $59 | $116-49.1% | $13,880-99.6% | $110-46.5% |