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 | $6,009 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,125 | $84,487-15.8% | $125,339-43.3% | $66,914+6.3% |
| Participation rate | 95.9% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -4.16% | -8.39%+4.2pp | 572.05%-576.2pp | 1.58%-5.7pp |
| Employer contribution / active EE | $912 | $3,553-74.3% | $4,814-81.1% | $2,544-64.1% |
| Participant deferral / active EE | $8,573 | $6,781+26.4% | $7,446+15.1% | $4,237+102.3% |
| Admin fee / account holder | $137 | $685-79.9% | $10,010-98.6% | $593-76.8% |