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 | $4,241 |
Employer contribution per participant 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 | $84,953 | $91,407-7.1% | $135,903-37.5% | $71,457+18.9% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 18.54% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $885 | $3,703-76.1% | $4,856-81.8% | $2,588-65.8% |
| Participant deferral / active EE | $8,617 | $7,092+21.5% | $7,758+11.1% | $4,289+100.9% |
| Admin fee / account holder | $152 | $1,266-88.0% | $10,762-98.6% | $1,587-90.4% |