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 | $93,211 | $52,293+78.2% | $178,490-47.8% | $73,409+27.0% |
| Participation rate | 83.0% | 65.3%+17.6pp | 81.9%+1.0pp | 72.2%+10.8pp |
| Annual return | 17.77% | 34.75%-17.0pp | 151.07%-133.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,875 | $1,735+8.1% | $5,011-62.6% | $2,234-16.0% |
| Participant deferral / active EE | $3,877 | $2,332+66.2% | $5,202-25.5% | $3,805+1.9% |
| Admin fee / account holder | $28 | $127-77.6% | $13,984-99.8% | $158-82.0% |