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 42-0127290 | Contract Administrator | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,912 | $104,475-62.8% | $159,436-75.6% | $79,386-51.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 53.78% | 67.95%-14.2pp | 263.57%-209.8pp | 116.85%-63.1pp |
| Employer contribution / active EE | $3,104 | $3,417-9.2% | $4,829-35.7% | $2,427+27.9% |
| Participant deferral / active EE | $4,013 | $6,467-38.0% | $7,352-45.4% | $4,046-0.8% |
| Admin fee / account holder | $114 | $711-84.0% | $10,799-98.9% | $626-81.8% |