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 | $1,286 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,333 | $46,674+12.1% | $117,472-55.5% | $68,494-23.6% |
| Participation rate | 98.6% | 56.8%+41.9pp | 70.6%+28.1pp | 67.9%+30.8pp |
| Annual return | -17.69% | -14.52%-3.2pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,663 | $1,505+77.0% | $4,176-36.2% | $2,596+2.6% |
| Participant deferral / active EE | $7,195 | $2,636+172.9% | $4,070+76.8% | $4,027+78.7% |
| Admin fee / account holder | $13 | $4,020-99.7% | $5,645-99.8% | $5,403-99.8% |