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 | $15,228 | $47,977-68.3% | $154,107-90.1% | $56,287-72.9% |
| Participation rate | 79.4% | 66.2%+13.2pp | 83.0%-3.6pp | 69.9%+9.6pp |
| Annual return | -6.00% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $867 | $2,169-60.0% | $5,298-83.6% | $2,111-58.9% |
| Participant deferral / active EE | $1,965 | $2,392-17.8% | $5,081-61.3% | $3,350-41.3% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |