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 | $78,662 | $91,407-13.9% | $135,903-42.1% | $71,457+10.1% |
| Participation rate | 79.6% | 75.7%+4.0pp | 81.9%-2.3pp | 67.9%+11.7pp |
| Annual return | 19.48% | 29.90%-10.4pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,452 | $3,703+20.2% | $4,856-8.3% | $2,588+72.0% |
| Participant deferral / active EE | $8,534 | $7,092+20.3% | $7,758+10.0% | $4,289+99.0% |
| Admin fee / account holder | $7 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |