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 | $45,279 | $63,114-28.3% | $92,893-51.3% | $65,185-30.5% |
| Participation rate | 98.2% | 68.8%+29.5pp | 76.0%+22.2pp | 70.2%+28.0pp |
| Annual return | 30.85% | 28.75%+2.1pp | 109.41%-78.6pp | 29.38%+1.5pp |
| Employer contribution / active EE | $3,119 | $2,571+21.4% | $3,653-14.6% | $2,177+43.3% |
| Participant deferral / active EE | $3,049 | $3,108-1.9% | $4,236-28.0% | $3,514-13.2% |
| Admin fee / account holder | $10 | $624-98.3% | $5,794-99.8% | $847-98.8% |