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 9-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,922 | $58,320-52.1% | $86,436-67.7% | $66,914-58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -8.36% | -9.71%+1.4pp | 4394.89%-4403.3pp | 1.58%-9.9pp |
| Employer contribution / active EE | $3,850 | $2,615+47.2% | $3,769+2.2% | $2,544+51.3% |
| Participant deferral / active EE | $6,300 | $6,899-8.7% | $6,952-9.4% | $4,237+48.7% |
| Admin fee / account holder | $28 | $546-94.8% | $6,731-99.6% | $593-95.2% |