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 | $45,485 | $65,376-30.4% | $87,100-47.8% | $65,185-30.2% |
| Participation rate | 71.2% | 75.3%-4.2pp | 76.9%-5.7pp | 70.2%+1.0pp |
| Annual return | 26.94% | 31.27%-4.3pp | 28.19%-1.3pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,356 | $1,822-25.6% | $2,521-46.2% | $2,177-37.7% |
| Participant deferral / active EE | $3,993 | $3,388+17.9% | $4,049-1.4% | $3,514+13.6% |
| Admin fee / account holder | $160 | $520-69.3% | $7,497-97.9% | $847-81.2% |