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 | $30,430 | $70,475-56.8% | $100,516-69.7% | $79,858-61.9% |
| Participation rate | 78.4% | 73.7%+4.8pp | 79.4%-1.0pp | 69.6%+8.8pp |
| Annual return | 14.68% | 21.90%-7.2pp | 30.89%-16.2pp | 31.71%-17.0pp |
| Employer contribution / active EE | $536 | $2,165-75.2% | $3,418-84.3% | $2,471-78.3% |
| Participant deferral / active EE | $3,579 | $5,181-30.9% | $6,270-42.9% | $3,740-4.3% |
| Admin fee / account holder | $153 | $4,478-96.6% | $8,081-98.1% | $5,306-97.1% |