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 | $18,411 |
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 | $95,787 | $130,194-26.4% | $169,993-43.7% | $71,457+34.0% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 18.59% | 20.37%-1.8pp | 53.37%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,435 | $4,381+1.2% | $6,785-34.6% | $2,588+71.4% |
| Participant deferral / active EE | $5,048 | $6,923-27.1% | $10,408-51.5% | $4,289+17.7% |
| Admin fee / account holder | $108 | $966-88.9% | $12,815-99.2% | $1,587-93.2% |