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 | $34,436 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,781 |
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 | $41,643 | $54,701-23.9% | $86,188-51.7% | $71,457-41.7% |
| Participation rate | 94.8% | 60.1%+34.7pp | 69.0%+25.9pp | 67.9%+26.9pp |
| Annual return | 16.43% | 20.06%-3.6pp | 1168.45%-1152.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,153 | $1,265-8.9% | $2,380-51.6% | $2,588-55.4% |
| Participant deferral / active EE | $3,943 | $3,108+26.8% | $3,985-1.1% | $4,289-8.1% |
| Admin fee / account holder | $286 | $1,922-85.1% | $6,852-95.8% | $1,587-82.0% |