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 | $37,019 |
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 | $58,861 | $84,784-30.6% | $98,439-40.2% | $74,419-20.9% |
| Participation rate | 88.1% | 81.5%+6.6pp | 75.2%+13.0pp | 70.7%+17.4pp |
| Annual return | 16.02% | 20.59%-4.6pp | 21.16%-5.1pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,901 | $3,364-43.5% | $3,048-37.6% | $2,637-27.9% |
| Participant deferral / active EE | $3,628 | $5,218-30.5% | $4,738-23.4% | $4,528-19.9% |
| Admin fee / account holder | $53 | $204-74.1% | $8,948-99.4% | $348-84.8% |