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 | $34,425 | $31,388+9.7% | $73,545-53.2% | $62,292-44.7% |
| Participation rate | 84.9% | 39.9%+45.0pp | 54.9%+29.9pp | 69.5%+15.3pp |
| Annual return | 14.55% | 25.34%-10.8pp | -15.16%+29.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $973 | $498+95.4% | $1,219-20.2% | $2,042-52.4% |
| Participant deferral / active EE | $4,010 | $1,028+289.9% | $1,806+122.0% | $3,169+26.5% |
| Admin fee / account holder | $52 | $299-82.7% | $2,320-97.8% | $479-89.2% |