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 | $81,428 |
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 | $51,128 | $65,908-22.4% | $81,812-37.5% | $77,643-34.1% |
| Participation rate | 85.9% | 65.8%+20.1pp | 72.3%+13.6pp | 70.6%+15.4pp |
| Annual return | 17.32% | 26.64%-9.3pp | 773.79%-756.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,253 | $2,370-47.1% | $2,912-57.0% | $2,726-54.0% |
| Participant deferral / active EE | $1,308 | $3,505-62.7% | $4,319-69.7% | $4,647-71.8% |
| Admin fee / account holder | $127 | $526-75.9% | $7,386-98.3% | $430-70.5% |