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 | $24,352 | $54,193-55.1% | $93,654-74.0% | $77,671-68.6% |
| Participation rate | 74.9% | 63.9%+11.0pp | 68.7%+6.2pp | 70.6%+4.4pp |
| Annual return | 15.18% | 30.54%-15.4pp | 133.34%-118.2pp | 31.21%-16.0pp |
| Employer contribution / active EE | $844 | $1,168-27.7% | $2,421-65.1% | $2,726-69.0% |
| Participant deferral / active EE | $1,698 | $3,144-46.0% | $4,413-61.5% | $4,648-63.5% |
| Admin fee / account holder | $184 | $576-68.1% | $8,282-97.8% | $430-57.3% |