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 | $20,186 | $63,346-68.1% | $92,233-78.1% | $70,131-71.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 14.88% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $12,180 | $2,471+392.9% | $3,679+231.0% | $2,342+420.0% |
| Participant deferral / active EE | $1,251 | $2,854-56.2% | $3,897-67.9% | $3,332-62.4% |
| Admin fee / account holder | $6 | $3,840-99.8% | $5,194-99.9% | $4,645-99.9% |