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 | $47,198 | $76,552-38.3% | $123,892-61.9% | $62,891-25.0% |
| Participation rate | 78.9% | 73.0%+6.0pp | 81.4%-2.5pp | 69.3%+9.6pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,188 | $2,883-24.1% | $4,617-52.6% | $2,281-4.1% |
| Participant deferral / active EE | $4,252 | $4,840-12.1% | $5,984-28.9% | $3,203+32.8% |
| Admin fee / account holder | $209 | $4,826-95.7% | $8,357-97.5% | $4,296-95.1% |