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 7-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 | $66,938 |
Filed as: WILLIS TOWERS WATSON Service code 27 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $48,888 |
Filed as: KESTRA FINANCIAL Service code 27 · EIN 74-2794194 | Advisory (Plan) | $47,394 |
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 | $56,817 | $72,254-21.4% | $86,677-34.4% | $64,808-12.3% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -14.30% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,598 | $2,393+8.6% | $2,836-8.4% | $2,506+3.7% |
| Participant deferral / active EE | $4,789 | $4,658+2.8% | $4,656+2.9% | $4,310+11.1% |
| Admin fee / account holder | $144 | $174-17.0% | $7,493-98.1% | $188-23.1% |