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 | $79,407 | $63,299+25.4% | $91,001-12.7% | $62,292+27.5% |
| Participation rate | 85.5% | 73.3%+12.2pp | 75.6%+9.9pp | 69.5%+16.0pp |
| Annual return | 16.19% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,053 | $1,807-41.7% | $2,456-57.1% | $2,042-48.4% |
| Participant deferral / active EE | $4,515 | $2,943+53.4% | $3,547+27.3% | $3,169+42.5% |
| Admin fee / account holder | $78 | $468-83.4% | $5,417-98.6% | $479-83.8% |