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 | $44,955 |
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 | $136,704 | $99,078+38.0% | $96,544+41.6% | $74,419+83.7% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 17.10% | 22.48%-5.4pp | 25.84%-8.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $4,154 | $2,570+61.6% | $2,965+40.1% | $2,637+57.5% |
| Participant deferral / active EE | $9,447 | $4,933+91.5% | $4,851+94.8% | $4,528+108.6% |
| Admin fee / account holder | $58 | $225-74.2% | $8,252-99.3% | $348-83.4% |