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 | $79,529 |
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 | $67,056 | $76,173-12.0% | $81,382-17.6% | $199,593-66.4% |
| Participation rate | 97.2% | 76.3%+21.0pp | 69.5%+27.7pp | 72.0%+25.2pp |
| Annual return | 14.11% | 15.59%-1.5pp | 24.73%-10.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,891 | $2,792-32.3% | $2,463-23.2% | $3,034-37.7% |
| Participant deferral / active EE | $4,833 | $4,201+15.0% | $3,883+24.5% | $5,087-5.0% |
| Admin fee / account holder | $38 | $146-74.1% | $5,768-99.3% | $269-85.9% |