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 9-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 | $37,072 | $101,499-63.5% | $147,005-74.8% | $74,546-50.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.27% | 8732.34%-8711.1pp | 418.76%-397.5pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $3,467 | $3,811-9.0% | $4,934-29.7% | $2,624+32.1% |
| Participant deferral / active EE | $6,453 | $7,304-11.7% | $8,070-20.0% | $4,347+48.4% |
| Admin fee / account holder | $31 | $1,748-98.2% | $13,006-99.8% | $1,944-98.4% |