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 | $71,771 | $44,873+59.9% | $79,464-9.7% | $56,287+27.5% |
| Participation rate | 86.2% | 68.7%+17.5pp | 73.3%+12.9pp | 69.9%+16.4pp |
| Annual return | -2.76% | 0.81%-3.6pp | 718.14%-720.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,128 | $2,140-0.6% | $2,800-24.0% | $2,111+0.8% |
| Participant deferral / active EE | $5,420 | $2,746+97.4% | $3,704+46.3% | $3,350+61.8% |
| Admin fee / account holder | $6 | $418-98.6% | $5,113-99.9% | $521-98.9% |