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 | $21,717 | $43,717-50.3% | $81,478-73.3% | $77,958-72.1% |
| Participation rate | 100.0% | 42.5%+57.5pp | 68.0%+32.0pp | 71.6%+28.4pp |
| Annual return | 15.10% | 23.83%-8.7pp | 38.78%-23.7pp | 20.87%-5.8pp |
| Employer contribution / active EE | $8,003 | $919+771.1% | $2,568+211.7% | $2,310+246.4% |
| Participant deferral / active EE | $1,051 | $1,783-41.0% | $3,537-70.3% | $3,537-70.3% |
| Admin fee / account holder | $2 | $108-98.2% | $4,561-100.0% | $97-98.0% |