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 | $30,133 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,807 |
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 | $53,685 | $99,957-46.3% | $149,696-64.1% | $73,488-26.9% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 19.18% | 53.87%-34.7pp | 276.60%-257.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,616 | $3,191-49.3% | $4,644-65.2% | $2,270-28.8% |
| Participant deferral / active EE | $4,260 | $6,073-29.9% | $6,842-37.7% | $3,740+13.9% |
| Admin fee / account holder | $203 | $551-63.2% | $9,309-97.8% | $513-60.5% |