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 | $38,276 | $80,731-52.6% | $103,374-63.0% | $74,546-48.7% |
| Participation rate | 81.0% | 65.7%+15.3pp | 74.5%+6.4pp | 67.2%+13.7pp |
| Annual return | 12.51% | 27.56%-15.1pp | 24.89%-12.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,963 | $3,158+25.5% | $3,869+2.4% | $2,624+51.0% |
| Participant deferral / active EE | $2,463 | $3,860-36.2% | $5,058-51.3% | $4,347-43.4% |
| Admin fee / account holder | $14 | $2,369-99.4% | $8,394-99.8% | $1,944-99.3% |