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 | $22,802 | $46,072-50.5% | $70,014-67.4% | $55,167-58.7% |
| Participation rate | 81.3% | 67.5%+13.8pp | 71.8%+9.4pp | 69.0%+12.3pp |
| Annual return | 7.30% | 8.68%-1.4pp | 12.99%-5.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,161 | $1,500-22.6% | $2,338-50.4% | $1,963-40.8% |
| Participant deferral / active EE | $1,863 | $2,344-20.5% | $2,931-36.4% | $3,054-39.0% |
| Admin fee / account holder | $61 | $428-85.7% | $4,380-98.6% | $504-87.9% |