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 9-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 | $25,919 | $27,839-6.9% | $58,482-55.7% | $71,457-63.7% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 14.61% | 26.81%-12.2pp | 4239.32%-4224.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,804 | $631+186.1% | $1,053+71.3% | $2,588-30.3% |
| Participant deferral / active EE | $2,478 | $1,206+105.4% | $1,924+28.8% | $4,289-42.2% |
| Admin fee / account holder | $140 | $1,641-91.5% | $2,516-94.4% | $1,587-91.2% |