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 | $98,639 | $67,606+45.9% | $82,313+19.8% | $70,131+40.7% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 12.98% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,670 | $1,755-4.8% | $2,428-31.2% | $2,342-28.7% |
| Participant deferral / active EE | $5,994 | $2,987+100.7% | $3,706+61.7% | $3,332+79.9% |
| Admin fee / account holder | $1 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |