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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,785 | $43,075-58.7% | $74,583-76.2% | $62,891-71.7% |
| Participation rate | 96.2% | 58.1%+38.1pp | 68.1%+28.0pp | 69.3%+26.8pp |
| Annual return | 7.42% | 17.50%-10.1pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $590 | $1,498-60.6% | $2,525-76.6% | $2,281-74.1% |
| Participant deferral / active EE | $3,727 | $2,389+56.0% | $3,458+7.8% | $3,203+16.4% |
| Admin fee / account holder | $15 | $2,840-99.5% | $4,138-99.6% | $4,296-99.7% |