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 | $57,873 | $34,492+67.8% | $80,004-27.7% | $55,191+4.9% |
| Participation rate | 95.1% | 62.9%+32.2pp | 73.0%+22.1pp | 69.2%+25.9pp |
| Annual return | -0.27% | 3.50%-3.8pp | 7.63%-7.9pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,440 | $1,043+38.1% | $2,473-41.7% | $1,899-24.1% |
| Participant deferral / active EE | $2,381 | $2,104+13.2% | $3,204-25.7% | $3,046-21.8% |
| Admin fee / account holder | $2 | $69-96.5% | $5,033-100.0% | $91-97.3% |