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 8-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 | $98,955 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 27-0475249 | Accounting | $33,700 |
AON CONSULTING1 year Service code 27 · EIN 36-2235791 | Advisory (Plan) | $17,710 |
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 | $69,901 | $108,549-35.6% | $156,263-55.3% | $85,563-18.3% |
| Participation rate | 97.0% | 77.1%+19.9pp | 78.9%+18.1pp | 66.0%+31.1pp |
| Annual return | 16.16% | 21.79%-5.6pp | 59.47%-43.3pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,450 | $2,690-8.9% | $4,333-43.5% | $2,654-7.7% |
| Participant deferral / active EE | $4,848 | $4,800+1.0% | $6,158-21.3% | $4,375+10.8% |
| Admin fee / account holder | $154 | $650-76.3% | $14,255-98.9% | $834-81.5% |