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 | $73,149 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,641 | $99,078-71.1% | $96,544-70.3% | $74,419-61.5% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.6pp |
| Annual return | 15.22% | 22.48%-7.3pp | 25.84%-10.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,735 | $2,570-32.5% | $2,965-41.5% | $2,637-34.2% |
| Participant deferral / active EE | $3,463 | $4,933-29.8% | $4,851-28.6% | $4,528-23.5% |
| Admin fee / account holder | $97 | $225-57.0% | $8,252-98.8% | $348-72.2% |