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 9-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 | $54,707 | $35,485+54.2% | $74,550-26.6% | $55,725-1.8% |
| Participation rate | 97.5% | 62.5%+35.0pp | 69.1%+28.3pp | 70.9%+26.6pp |
| Annual return | -2.83% | 0.72%-3.6pp | 32.53%-35.4pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,602 | $777+106.1% | $1,961-18.3% | $2,078-22.9% |
| Participant deferral / active EE | $4,179 | $2,181+91.6% | $3,108+34.5% | $3,356+24.5% |
| Admin fee / account holder | $4 | $114-96.4% | $5,060-99.9% | $115-96.4% |