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 | $54,517+2.3% | $75,972-26.6% | $74,495-25.2% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.3pp | 67.2%+31.1pp |
| Annual return | 8.66% | 31.82%-23.2pp | 359.55%-350.9pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $1,823 | $1,777+2.6% | $2,685-32.1% | $2,623-30.5% |
| Participant deferral / active EE | $6,047 | $3,066+97.2% | $4,255+42.1% | $4,346+39.1% |
| Admin fee / account holder | $85 | $2,229-96.2% | $6,467-98.7% | $1,942-95.6% |