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 | $6,515 |
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 | $70,113 | $56,484+24.1% | $169,463-58.6% | $64,186+9.2% |
| Participation rate | 89.8% | 64.5%+25.2pp | 77.8%+12.0pp | 69.6%+20.2pp |
| Annual return | -5.96% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,532 | $1,832+92.8% | $4,159-15.1% | $2,381+48.4% |
| Participant deferral / active EE | $4,141 | $3,448+20.1% | $5,277-21.5% | $3,470+19.3% |
| Admin fee / account holder | $63 | $4,174-98.5% | $9,109-99.3% | $4,888-98.7% |