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 | $77,089 | $62,928+22.5% | $172,739-55.4% | $67,579+14.1% |
| Participation rate | 82.7% | 64.5%+18.2pp | 82.6%0pp | 71.3%+11.4pp |
| Annual return | 22.74% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,806 | $1,636+10.4% | $5,143-64.9% | $2,148-15.9% |
| Participant deferral / active EE | $4,081 | $2,145+90.3% | $5,198-21.5% | $3,539+15.3% |
| Admin fee / account holder | $17 | $167-89.9% | $13,954-99.9% | $142-88.2% |