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 | $124,837 | $75,183+66.0% | $123,892+0.8% | $55,167+126.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 18.07% | 19.01%-0.9pp | 47.52%-29.5pp | 169.23%-151.2pp |
| Employer contribution / active EE | $1,789 | $2,823-36.6% | $4,617-61.3% | $1,963-8.9% |
| Participant deferral / active EE | $9,376 | $5,084+84.4% | $5,984+56.7% | $3,054+207.0% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |