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 4-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 | $48,216 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,048 |
COMPENSATION SYSTEMS, INC.2 years Service code 13 · EIN 35-1277460 | Contract Administrator | $6,366 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $2,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,392 | $91,407-63.5% | $135,903-75.4% | $71,457-53.3% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 23.75% | 29.90%-6.1pp | 68.23%-44.5pp | 28.85%-5.1pp |
| Employer contribution / active EE | $2,390 | $3,703-35.5% | $4,856-50.8% | $2,588-7.6% |
| Participant deferral / active EE | $6,119 | $7,092-13.7% | $7,758-21.1% | $4,289+42.7% |
| Admin fee / account holder | $327 | $1,266-74.2% | $10,762-97.0% | $1,587-79.4% |