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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $48,659 |
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 | $117,428 | $72,254+62.5% | $86,677+35.5% | $64,808+81.2% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -14.22% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,103 | $2,393+71.5% | $2,836+44.7% | $2,506+63.7% |
| Participant deferral / active EE | $9,039 | $4,658+94.1% | $4,656+94.2% | $4,310+109.7% |
| Admin fee / account holder | $61 | $174-65.0% | $7,493-99.2% | $188-67.6% |