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 | $79,290 | $78,672+0.8% | $109,143-27.4% | $85,850-7.6% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.5pp |
| Annual return | 12.51% | 25.09%-12.6pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $8,105 | $2,735+196.4% | $3,722+117.8% | $2,565+216.0% |
| Participant deferral / active EE | $2,258 | $3,467-34.9% | $4,653-51.5% | $3,952-42.9% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |