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 | $32,190 | $84,487-61.9% | $125,339-74.3% | $66,914-51.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.95% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,568 | $3,553+0.4% | $4,814-25.9% | $2,544+40.2% |
| Participant deferral / active EE | $5,835 | $6,781-14.0% | $7,446-21.6% | $4,237+37.7% |
| Admin fee / account holder | $61 | $685-91.1% | $10,010-99.4% | $593-89.7% |