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 | $22,977 |
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 | $165,583 | $65,557+152.6% | $64,056+158.5% | $71,457+131.7% |
| Participation rate | 97.9% | 73.2%+24.8pp | 72.3%+25.6pp | 67.9%+30.0pp |
| Annual return | 18.32% | 18.94%-0.6pp | 33.69%-15.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $7,233 | $2,669+171.0% | $2,747+163.4% | $2,588+179.5% |
| Participant deferral / active EE | $10,801 | $3,626+197.9% | $3,880+178.4% | $4,289+151.9% |
| Admin fee / account holder | $133 | $616-78.4% | $3,068-95.7% | $1,587-91.6% |