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 17 · EIN 13-5674085 | Pension Consulting | $31,907 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,073 |
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 | $36,896 | $49,451-25.4% | $79,550-53.6% | $66,914-44.9% |
| Participation rate | 91.4% | 61.3%+30.0pp | 69.5%+21.9pp | 69.8%+21.6pp |
| Annual return | -14.38% | 84.25%-98.6pp | 0.16%-14.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,153 | $1,266-8.9% | $2,413-52.2% | $2,544-54.7% |
| Participant deferral / active EE | $4,113 | $3,159+30.2% | $3,985+3.2% | $4,237-2.9% |
| Admin fee / account holder | $284 | $595-52.2% | $6,832-95.8% | $593-52.1% |