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 | $3,229 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,878 | $54,573+13.4% | $90,951-32.0% | $73,488-15.8% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 70.7%+16.1pp |
| Annual return | 11.26% | 16.69%-5.4pp | 134.60%-123.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,543 | $2,517+40.8% | $3,373+5.0% | $3,740-5.3% |
| Admin fee / account holder | $24 | $521-95.4% | $5,959-99.6% | $513-95.4% |