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 | $24,555 | $64,839-62.1% | $95,585-74.3% | $84,808-71.0% |
| Participation rate | 97.9% | 63.8%+34.1pp | 72.1%+25.8pp | 68.3%+29.6pp |
| Annual return | 19.13% | -670.96%+690.1pp | 38.56%-19.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,706 | $1,759-3.0% | $2,527-32.5% | $2,631-35.2% |
| Participant deferral / active EE | $3,865 | $2,965+30.4% | $4,023-3.9% | $4,212-8.2% |
| Admin fee / account holder | $292 | $5,964-95.1% | $6,127-95.2% | $7,344-96.0% |