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 | $3,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,242 | $131,799+142.2% | $200,582+59.2% | $85,563+273.1% |
| Participation rate | 98.5% | 87.9%+10.6pp | 86.9%+11.6pp | 66.0%+32.5pp |
| Annual return | 17.93% | 21.59%-3.7pp | 42.33%-24.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $16,715 | $4,532+268.8% | $6,419+160.4% | $2,654+529.9% |
| Participant deferral / active EE | $17,722 | $7,702+130.1% | $9,331+89.9% | $4,375+305.1% |
| Admin fee / account holder | $2 | $235-99.0% | $16,305-100.0% | $834-99.7% |