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 | $45,436 | $46,072-1.4% | $70,014-35.1% | $55,167-17.6% |
| Participation rate | 93.8% | 67.5%+26.3pp | 71.8%+22.0pp | 69.0%+24.8pp |
| Annual return | 7.12% | 8.68%-1.6pp | 12.99%-5.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,553 | $1,500+3.5% | $2,338-33.6% | $1,963-20.9% |
| Participant deferral / active EE | $2,708 | $2,344+15.6% | $2,931-7.6% | $3,054-11.3% |
| Admin fee / account holder | $256 | $428-40.0% | $4,380-94.1% | $504-49.1% |