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 | $17,528 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,759 | $54,558+2.2% | $76,002-26.6% | $74,546-25.2% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.3pp | 67.2%+31.1pp |
| Annual return | 8.66% | 31.83%-23.2pp | 360.07%-351.4pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $1,823 | $1,778+2.5% | $2,688-32.2% | $2,624-30.5% |
| Participant deferral / active EE | $6,047 | $3,065+97.3% | $4,257+42.1% | $4,347+39.1% |
| Admin fee / account holder | $85 | $2,232-96.2% | $6,414-98.7% | $1,944-95.6% |