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 | $36,562 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,058 | $81,908-37.7% | $90,749-43.7% | $64,808-21.2% |
| Participation rate | 87.8% | 80.5%+7.3pp | 75.7%+12.1pp | 71.5%+16.3pp |
| Annual return | -19.72% | -12.53%-7.2pp | -12.16%-7.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,780 | $3,065-41.9% | $2,921-39.1% | $2,506-29.0% |
| Participant deferral / active EE | $3,386 | $4,840-30.1% | $4,564-25.8% | $4,310-21.5% |
| Admin fee / account holder | $52 | $157-67.0% | $8,445-99.4% | $188-72.4% |