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 | $86,043 |
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 | $46,988 | $88,982-47.2% | $102,438-54.1% | $77,671-39.5% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 16.78% | 25.01%-8.2pp | 29.37%-12.6pp | 31.21%-14.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,024-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,521 | $5,144+26.8% | $5,054+29.0% | $4,648+40.3% |
| Admin fee / account holder | $104 | $236-55.7% | $9,448-98.9% | $430-75.8% |