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 | $68,125 |
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 | $65,130 | $99,078-34.3% | $96,544-32.5% | $74,419-12.5% |
| Participation rate | 87.5% | 80.7%+6.9pp | 76.0%+11.6pp | 70.7%+16.8pp |
| Annual return | 18.97% | 22.48%-3.5pp | 25.84%-6.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,372 | $2,570-7.7% | $2,965-20.0% | $2,637-10.1% |
| Participant deferral / active EE | $4,424 | $4,933-10.3% | $4,851-8.8% | $4,528-2.3% |
| Admin fee / account holder | $84 | $225-62.8% | $8,252-99.0% | $348-76.0% |