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 | $33,882 | $65,561-48.3% | $91,541-63.0% | $74,304-54.4% |
| Participation rate | 99.1% | 56.6%+42.5pp | 69.8%+29.4pp | 60.3%+38.8pp |
| Annual return | 15.46% | 17.68%-2.2pp | 20.50%-5.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,624 | $1,717-5.4% | $2,505-35.2% | $2,241-27.5% |
| Participant deferral / active EE | $6,431 | $2,918+120.4% | $4,008+60.5% | $3,767+70.7% |
| Admin fee / account holder | $36 | $3,333-98.9% | $6,956-99.5% | $2,969-98.8% |