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 7-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 | $30,677 | $84,487-63.7% | $125,339-75.5% | $66,914-54.2% |
| Participation rate | 81.9% | 76.4%+5.4pp | 82.4%-0.5pp | 69.8%+12.1pp |
| Annual return | -7.98% | -8.39%+0.4pp | 572.05%-580.0pp | 1.58%-9.6pp |
| Employer contribution / active EE | $3,257 | $3,553-8.3% | $4,814-32.3% | $2,544+28.0% |
| Participant deferral / active EE | $9,957 | $6,781+46.8% | $7,446+33.7% | $4,237+135.0% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.5% |