Filed October 4, 2021
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,446 | $103,685+195.6% | $105,387+190.8% | $65,185+370.1% |
| Participation rate | 99.3% | 83.2%+16.1pp | 82.6%+16.7pp | 70.2%+29.1pp |
| Annual return | 24.03% | 23.88%+0.2pp | 26.82%-2.8pp | 29.38%-5.3pp |
| Employer contribution / active EE | $11,094 | $3,842+188.8% | $4,213+163.3% | $2,177+409.7% |
| Participant deferral / active EE | $8,939 | $5,634+58.7% | $5,502+62.5% | $3,514+154.4% |
| Admin fee / account holder | $163 | $399-59.2% | $6,559-97.5% | $847-80.8% |