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 | $102,251 | $81,474+25.5% | $133,956-23.7% | $73,488+39.1% |
| Participation rate | 92.4% | 76.4%+16.0pp | 79.8%+12.5pp | 70.7%+21.7pp |
| Annual return | 19.52% | 19.40%+0.1pp | 45.09%-25.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,753 | $2,209-20.7% | $3,919-55.3% | $2,270-22.8% |
| Participant deferral / active EE | $5,020 | $3,786+32.6% | $5,048-0.5% | $3,740+34.2% |
| Admin fee / account holder | $6 | $713-99.1% | $8,927-99.9% | $513-98.7% |