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 | $69,334 |
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 | $78,259 | $89,178-12.2% | $91,541-14.5% | $102,872-23.9% |
| Participation rate | 98.0% | 79.7%+18.3pp | 69.8%+28.2pp | 73.0%+24.9pp |
| Annual return | 17.64% | 14.52%+3.1pp | 20.50%-2.9pp | 19.06%-1.4pp |
| Employer contribution / active EE | $2,468 | $3,455-28.6% | $2,505-1.5% | $3,526-30.0% |
| Participant deferral / active EE | $5,173 | $4,657+11.1% | $4,008+29.1% | $5,535-6.5% |
| Admin fee / account holder | $33 | $134-75.7% | $6,956-99.5% | $292-88.8% |