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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,367 | $65,409+9.1% | $98,442-27.5% | $85,850-16.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.64% | 21.76%-3.1pp | 1492.73%-1474.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $540 | $2,168-75.1% | $2,960-81.7% | $2,565-78.9% |
| Participant deferral / active EE | $2,062 | $3,166-34.9% | $4,276-51.8% | $3,952-47.8% |
| Admin fee / account holder | $16 | $4,593-99.7% | $5,949-99.7% | $6,260-99.8% |