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 6-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 | $7,534 |
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 | $23,821 | $58,320-59.2% | $86,436-72.4% | $66,914-64.4% |
| Participation rate | 95.6% | 78.6%+17.0pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -10.46% | -9.71%-0.7pp | 4394.89%-4405.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $3,213 | $2,615+22.8% | $3,769-14.7% | $2,544+26.3% |
| Participant deferral / active EE | $10,017 | $6,899+45.2% | $6,952+44.1% | $4,237+136.4% |
| Admin fee / account holder | $43 | $546-92.2% | $6,731-99.4% | $593-92.8% |