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 | $137,136 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,324 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,389 | $93,131-16.9% | $106,548-27.4% | $86,799-10.8% |
| Participation rate | 89.9% | 81.4%+8.5pp | 76.1%+13.8pp | 72.3%+17.7pp |
| Annual return | 12.87% | 19.45%-6.6pp | 26.80%-13.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $413 | $2,895-85.7% | $2,819-85.3% | $2,405-82.8% |
| Participant deferral / active EE | $3,140 | $4,708-33.3% | $4,398-28.6% | $4,131-24.0% |
| Admin fee / account holder | $133 | $145-8.1% | $7,407-98.2% | $170-21.4% |