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 | $25,511 | $73,981-65.5% | $105,722-75.9% | $62,891-59.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 4.97% | 17.60%-12.6pp | 12.25%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,440 | $2,856-49.6% | $4,079-64.7% | $2,281-36.8% |
| Participant deferral / active EE | $1,858 | $4,038-54.0% | $5,326-65.1% | $3,203-42.0% |
| Admin fee / account holder | $16 | $5,976-99.7% | $8,308-99.8% | $4,296-99.6% |