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 | $363,242 | $118,971+205.3% | $112,977+221.5% | $73,488+394.3% |
| Participation rate | 99.3% | 83.3%+16.0pp | 82.6%+16.8pp | 70.7%+28.6pp |
| Annual return | 17.69% | 17.79%-0.1pp | 24.24%-6.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | $11,401 | $4,091+178.7% | $4,255+168.0% | $2,270+402.2% |
| Participant deferral / active EE | $9,917 | $6,133+61.7% | $5,836+69.9% | $3,740+165.2% |
| Admin fee / account holder | $175 | $573-69.5% | $6,294-97.2% | $513-65.9% |