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 | $28,156 | $39,245-28.3% | $64,105-56.1% | $52,331-46.2% |
| Participation rate | 75.2% | 58.2%+17.0pp | 68.2%+7.0pp | 68.1%+7.1pp |
| Annual return | -0.83% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $858 | $736+16.6% | $1,820-52.8% | $1,882-54.4% |
| Participant deferral / active EE | $2,190 | $1,992+10.0% | $2,822-22.4% | $3,022-27.5% |
| Admin fee / account holder | $3 | $592-99.4% | $4,499-99.9% | $592-99.4% |