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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,358 | $85,766-52.9% | $136,294-70.4% | $70,131-42.5% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 18.74% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,938 | $2,966-34.7% | $4,695-58.7% | $2,342-17.3% |
| Participant deferral / active EE | $7,410 | $5,051+46.7% | $6,247+18.6% | $3,332+122.4% |
| Admin fee / account holder | $108 | $5,420-98.0% | $9,243-98.8% | $4,645-97.7% |