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 | $39,685 | $50,464-21.4% | $75,781-47.6% | $52,331-24.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.57% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $908 | $1,988-54.3% | $3,323-72.7% | $1,882-51.8% |
| Participant deferral / active EE | $2,513 | $2,570-2.2% | $3,651-31.2% | $3,022-16.8% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,299-99.9% | $592-99.3% |