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 | $110,245 | $57,096+93.1% | $94,224+17.0% | $55,191+99.8% |
| Participation rate | 71.7% | 75.7%-4.0pp | 78.8%-7.1pp | 69.2%+2.5pp |
| Annual return | -0.97% | 159.65%-160.6pp | 10.68%-11.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $972 | $1,708-43.1% | $3,587-72.9% | $1,899-48.8% |
| Participant deferral / active EE | $2,764 | $3,165-12.7% | $4,320-36.0% | $3,046-9.3% |
| Admin fee / account holder | $34 | $89-61.7% | $6,269-99.5% | $91-62.4% |