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 | $25,464 | $46,219-44.9% | $89,391-71.5% | $90,288-71.8% |
| Participation rate | 99.9% | 44.9%+55.0pp | 68.0%+31.9pp | 73.4%+26.6pp |
| Annual return | 18.87% | 25.71%-6.8pp | 245.62%-226.7pp | 53.97%-35.1pp |
| Employer contribution / active EE | $6,160 | $953+546.4% | $2,586+138.3% | $2,524+144.1% |
| Participant deferral / active EE | $1,168 | $2,136-45.3% | $3,890-70.0% | $4,232-72.4% |
| Admin fee / account holder | $3 | $147-97.7% | $4,881-99.9% | $114-97.0% |