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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,749 | $110,094-45.7% | $151,611-60.6% | $68,494-12.8% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -17.81% | -10.12%-7.7pp | 3.33%-21.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,458 | $4,471+44.4% | $6,166+4.7% | $2,596+148.7% |
| Participant deferral / active EE | $7,423 | $6,527+13.7% | $8,363-11.2% | $4,027+84.3% |
| Admin fee / account holder | $3 | $7,719-100.0% | $11,616-100.0% | $5,403-99.9% |