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 9-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 | $71,825 |
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 | $29,461 | $95,388-69.1% | $125,339-76.5% | $77,904-62.2% |
| Participation rate | 98.1% | 78.6%+19.5pp | 82.4%+15.8pp | 73.7%+24.4pp |
| Annual return | -5.66% | 116.19%-121.8pp | 572.05%-577.7pp | 12.21%-17.9pp |
| Employer contribution / active EE | $4,768 | $3,666+30.0% | $4,814-1.0% | $2,848+67.4% |
| Participant deferral / active EE | $10,019 | $7,711+29.9% | $7,446+34.5% | $4,806+108.5% |
| Admin fee / account holder | $49 | $119-58.9% | $10,010-99.5% | $133-63.2% |