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 | $70,335 | $43,423+62.0% | $78,689-10.6% | $55,167+27.5% |
| Participation rate | 86.8% | 68.0%+18.8pp | 73.6%+13.2pp | 69.0%+17.8pp |
| Annual return | 7.10% | 11.53%-4.4pp | 62.18%-55.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,948 | $1,997-2.4% | $2,851-31.7% | $1,963-0.7% |
| Participant deferral / active EE | $5,170 | $2,509+106.1% | $3,517+47.0% | $3,054+69.3% |
| Admin fee / account holder | $13 | $416-97.0% | $4,510-99.7% | $504-97.5% |