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 | $53,980 | $39,122+38.0% | $57,179-5.6% | $62,891-14.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.97% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,781 | $1,874-5.0% | $2,682-33.6% | $2,281-21.9% |
| Participant deferral / active EE | $3,725 | $2,374+56.9% | $3,096+20.3% | $3,203+16.3% |
| Admin fee / account holder | $13 | $2,592-99.5% | $3,139-99.6% | $4,296-99.7% |