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 06-1050034 | Contract Administrator | $17,472 |
ROBERT ROSSI & CO3 years Service code 10 · EIN 23-2385520 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,688 | $68,346-1.0% | $94,646-28.5% | $75,163-9.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 12.65% | 616.93%-604.3pp | 156.71%-144.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $4,295 | $2,701+59.0% | $3,672+17.0% | $2,670+60.9% |
| Participant deferral / active EE | $15,281 | $6,537+133.8% | $7,418+106.0% | $4,125+270.4% |
| Admin fee / account holder | $67 | $5,326-98.7% | $7,231-99.1% | $5,651-98.8% |