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 41-0417830 | Contract Administrator | -$23,644 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,693 | $99,078-69.0% | $96,544-68.2% | $74,419-58.8% |
| Participation rate | 79.2% | 80.7%-1.4pp | 76.0%+3.3pp | 70.7%+8.5pp |
| Annual return | 22.24% | 22.48%-0.2pp | 25.84%-3.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $911 | $2,570-64.6% | $2,965-69.3% | $2,637-65.5% |
| Participant deferral / active EE | $4,242 | $4,933-14.0% | $4,851-12.5% | $4,528-6.3% |
| Admin fee / account holder | $51 | $225-77.2% | $8,252-99.4% | $348-85.3% |