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 | $45,773 | $39,245+16.6% | $64,105-28.6% | $52,331-12.5% |
| Participation rate | 79.3% | 58.2%+21.0pp | 68.2%+11.1pp | 68.1%+11.2pp |
| Annual return | -1.10% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $602 | $736-18.2% | $1,820-66.9% | $1,882-68.0% |
| Participant deferral / active EE | $2,172 | $1,992+9.0% | $2,822-23.0% | $3,022-28.1% |
| Admin fee / account holder | $92 | $592-84.4% | $4,499-97.9% | $592-84.4% |