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 | $78,063 | $52,580+48.5% | $71,671+8.9% | $70,131+11.3% |
| Participation rate | 88.1% | 60.9%+27.2pp | 68.7%+19.3pp | 69.5%+18.6pp |
| Annual return | 17.52% | 20.25%-2.7pp | 20.65%-3.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,932 | $1,616+19.6% | $2,460-21.4% | $2,342-17.5% |
| Participant deferral / active EE | $6,183 | $2,386+159.1% | $3,438+79.8% | $3,332+85.6% |
| Admin fee / account holder | $1 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |