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 | $33,076 | $64,286-48.5% | $90,951-63.6% | $73,409-54.9% |
| Participation rate | 97.0% | 63.6%+33.4pp | 69.0%+27.9pp | 72.2%+24.8pp |
| Annual return | 19.10% | 21.45%-2.4pp | 134.60%-115.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,733 | $895+93.7% | $2,122-18.3% | $2,234-22.4% |
| Participant deferral / active EE | $5,047 | $2,453+105.8% | $3,373+49.6% | $3,805+32.6% |
| Admin fee / account holder | $57 | $287-80.2% | $5,959-99.0% | $158-63.9% |