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 | $63,782 | $136,307-53.2% | $177,821-64.1% | $73,488-13.2% |
| Participation rate | 87.8% | 86.1%+1.7pp | 87.7%+0.1pp | 70.7%+17.1pp |
| Annual return | 17.43% | 18.68%-1.2pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,827 | $5,829-34.3% | $7,714-50.4% | $3,740+2.3% |
| Admin fee / account holder | $2 | $596-99.6% | $12,427-100.0% | $513-99.5% |