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 | $18,828 | $46,292-59.3% | $143,757-86.9% | $64,808-70.9% |
| Participation rate | 82.4% | 64.2%+18.1pp | 80.3%+2.1pp | 71.5%+10.9pp |
| Annual return | -5.24% | -10.05%+4.8pp | -0.04%-5.2pp | 32.82%-38.1pp |
| Employer contribution / active EE | $452 | $1,910-76.3% | $4,951-90.9% | $2,506-82.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |