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 | $141,678 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,862 |
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 | $58,921 | $81,908-28.1% | $90,749-35.1% | $64,808-9.1% |
| Participation rate | 89.6% | 80.5%+9.1pp | 75.7%+13.9pp | 71.5%+18.1pp |
| Annual return | -12.46% | -12.53%+0.1pp | -12.16%-0.3pp | 32.82%-45.3pp |
| Employer contribution / active EE | $423 | $3,065-86.2% | $2,921-85.5% | $2,506-83.1% |
| Participant deferral / active EE | $2,777 | $4,840-42.6% | $4,564-39.2% | $4,310-35.6% |
| Admin fee / account holder | $139 | $157-11.4% | $8,445-98.4% | $188-25.8% |