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 9-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 | $75,630 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,679 | $66,457+27.4% | $81,382+4.1% | $77,643+9.1% |
| Participation rate | 97.6% | 68.7%+28.9pp | 69.5%+28.1pp | 70.6%+27.0pp |
| Annual return | 64.56% | 15.93%+48.6pp | 24.73%+39.8pp | 31.24%+33.3pp |
| Employer contribution / active EE | $6,576 | $2,159+204.5% | $2,463+167.0% | $2,726+141.2% |
| Participant deferral / active EE | $19,738 | $3,679+436.5% | $3,883+408.3% | $4,647+324.7% |
| Admin fee / account holder | $48 | $583-91.7% | $5,768-99.2% | $430-88.7% |