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 | $62,948 | $45,035+39.8% | $62,995-0.1% | $70,131-10.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.18% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,976 | $2,051-3.6% | $2,759-28.4% | $2,342-15.6% |
| Participant deferral / active EE | $4,131 | $2,465+67.6% | $3,329+24.1% | $3,332+24.0% |
| Admin fee / account holder | $15 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |