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 | $29,556 | $44,059-32.9% | $71,671-58.8% | $69,631-57.6% |
| Participation rate | 95.5% | 60.8%+34.7pp | 68.7%+26.7pp | 70.7%+24.8pp |
| Annual return | 17.54% | 21.97%-4.4pp | 20.65%-3.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $865 | $1,305-33.7% | $2,460-64.8% | $2,032-57.4% |
| Participant deferral / active EE | $2,398 | $2,370+1.2% | $3,438-30.3% | $3,224-25.6% |
| Admin fee / account holder | $52 | $108-52.1% | $5,558-99.1% | $110-53.3% |