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 5-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 | $40,149 | $71,050-43.5% | $93,606-57.1% | $80,856-50.3% |
| Participation rate | 92.6% | 60.4%+32.1pp | 68.7%+23.8pp | 67.6%+24.9pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,273 | $1,564-18.6% | $2,420-47.4% | $2,755-53.8% |
| Participant deferral / active EE | $6,372 | $4,034+58.0% | $4,411+44.5% | $4,296+48.3% |
| Admin fee / account holder | $298 | $6,945-95.7% | $8,285-96.4% | $6,918-95.7% |