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 06-1050034 | Contract Administrator | $256,091 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $55,000 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $13,104 |
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 | $76,533 | $76,774-0.3% | $112,228-31.8% | $77,904-1.8% |
| Participation rate | 96.9% | 80.2%+16.7pp | 75.1%+21.9pp | 73.7%+23.2pp |
| Annual return | -16.17% | -10.25%-5.9pp | 27.45%-43.6pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,344 | $3,977-41.0% | $3,635-35.5% | $2,848-17.7% |
| Participant deferral / active EE | $7,679 | $3,778+103.2% | $4,728+62.4% | $4,806+59.8% |
| Admin fee / account holder | $99 | $239-58.6% | $6,410-98.5% | $133-25.4% |