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 | $21,412 | $61,789-65.3% | $97,167-78.0% | $80,874-73.5% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.6%+22.9pp |
| Annual return | 16.27% | -557.90%+574.2pp | 75.27%-59.0pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,847 | $1,837+0.6% | $2,729-32.3% | $2,756-33.0% |
| Participant deferral / active EE | $4,044 | $3,028+33.5% | $4,264-5.2% | $4,297-5.9% |
| Admin fee / account holder | $159 | $5,168-96.9% | $5,650-97.2% | $6,935-97.7% |