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 7-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 | $2,092,054 |
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 | $96,012 | $87,670+9.5% | $123,104-22.0% | $69,651+37.8% |
| Participation rate | 95.4% | 87.8%+7.7pp | 86.8%+8.7pp | 66.6%+28.9pp |
| Annual return | 7.97% | 3.10%+4.9pp | 13.22%-5.2pp | 53.77%-45.8pp |
| Employer contribution / active EE | $2,940 | $3,511-16.2% | $5,151-42.9% | $2,241+31.2% |
| Participant deferral / active EE | $5,495 | $5,412+1.5% | $6,230-11.8% | $3,635+51.2% |
| Admin fee / account holder | $46 | $94-51.6% | $9,015-99.5% | $63-28.0% |