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 | $31,002 | $55,453-44.1% | $170,442-81.8% | $62,292-50.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.85% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,581 | $2,164-26.9% | $5,433-70.9% | $2,042-22.6% |
| Participant deferral / active EE | $2,706 | $2,303+17.5% | $4,939-45.2% | $3,169-14.6% |
| Admin fee / account holder | $23 | $455-95.0% | $13,880-99.8% | $479-95.2% |