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 | $135,602 | $49,280+175.2% | $67,313+101.5% | $64,186+111.3% |
| Participation rate | 93.8% | 60.8%+33.0pp | 69.1%+24.7pp | 69.6%+24.3pp |
| Annual return | -4.11% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,169 | $1,668+269.7% | $2,566+140.4% | $2,381+159.1% |
| Participant deferral / active EE | $7,280 | $2,484+193.1% | $3,568+104.0% | $3,470+109.8% |
| Admin fee / account holder | $17 | $3,863-99.6% | $4,507-99.6% | $4,888-99.7% |