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 | $59,466 | $39,245+51.5% | $64,105-7.2% | $52,331+13.6% |
| Participation rate | 75.0% | 58.2%+16.8pp | 68.2%+6.8pp | 68.1%+6.9pp |
| Annual return | 0.81% | 14.79%-14.0pp | 791.24%-790.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,250 | $736+69.8% | $1,820-31.3% | $1,882-33.6% |
| Participant deferral / active EE | $3,273 | $1,992+64.3% | $2,822+16.0% | $3,022+8.3% |
| Admin fee / account holder | $37 | $592-93.8% | $4,499-99.2% | $592-93.8% |