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 | $59,230 |
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 | $44,625 | $52,208-14.5% | $86,612-48.5% | $74,419-40.0% |
| Participation rate | 89.0% | 66.3%+22.6pp | 71.7%+17.3pp | 70.7%+18.2pp |
| Annual return | 40.02% | 44.46%-4.4pp | 591.07%-551.1pp | 34.38%+5.6pp |
| Employer contribution / active EE | $1,277 | $2,282-44.0% | $3,022-57.8% | $2,637-51.6% |
| Participant deferral / active EE | $1,285 | $3,383-62.0% | $4,438-71.0% | $4,528-71.6% |
| Admin fee / account holder | $92 | $319-71.1% | $5,614-98.4% | $348-73.5% |