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 9-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 | $173,113 |
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 | $52,062 | $56,503-7.9% | $70,092-25.7% | $64,808-19.7% |
| Participation rate | 94.5% | 70.5%+24.0pp | 70.5%+24.0pp | 71.5%+23.0pp |
| Annual return | -7.32% | -13.44%+6.1pp | 190.73%-198.1pp | 32.82%-40.1pp |
| Employer contribution / active EE | $1,285 | $2,046-37.2% | $2,559-49.8% | $2,506-48.7% |
| Participant deferral / active EE | $4,276 | $3,389+26.2% | $3,849+11.1% | $4,310-0.8% |
| Admin fee / account holder | $147 | $160-8.0% | $6,267-97.6% | $188-21.5% |