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 41-0417830 | Contract Administrator | $5,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,429 | $72,254-33.0% | $86,677-44.1% | $64,808-25.3% |
| Participation rate | 93.8% | 80.4%+13.4pp | 76.6%+17.2pp | 71.5%+22.3pp |
| Annual return | -15.89% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $15,791 | $4,658+239.0% | $4,656+239.2% | $4,310+266.4% |
| Admin fee / account holder | $10 | $174-94.5% | $7,493-99.9% | $188-94.9% |