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 | $33,057 | $52,953-37.6% | $172,739-80.9% | $65,185-49.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.65% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,812 | $2,190-17.2% | $5,143-64.8% | $2,177-16.7% |
| Participant deferral / active EE | $2,920 | $2,471+18.2% | $5,198-43.8% | $3,514-16.9% |
| Admin fee / account holder | $13 | $472-97.3% | $13,954-99.9% | $847-98.5% |