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 | $241,049 | $99,628+141.9% | $105,218+129.1% | $59,188+307.3% |
| Participation rate | 98.6% | 80.5%+18.1pp | 77.2%+21.4pp | 69.4%+29.2pp |
| Annual return | 0.19% | 3.21%-3.0pp | 5.33%-5.1pp | 5.51%-5.3pp |
| Employer contribution / active EE | $4,488 | $2,454+82.9% | $3,255+37.9% | $2,098+113.9% |
| Participant deferral / active EE | $13,785 | $4,189+229.1% | $4,867+183.3% | $3,265+322.2% |
| Admin fee / account holder | $0 | $62-100.0% | $6,992-100.0% | $92-100.0% |