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 | $247,996 |
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 | $32,849 | $62,544-47.5% | $129,207-74.6% | $199,593-83.5% |
| Participation rate | 82.1% | 56.8%+25.3pp | 69.6%+12.5pp | 72.0%+10.1pp |
| Annual return | 13.35% | 16.95%-3.6pp | 9417.33%-9404.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $536 | $2,394-77.6% | $4,153-87.1% | $3,034-82.3% |
| Participant deferral / active EE | $2,234 | $3,123-28.5% | $4,168-46.4% | $5,087-56.1% |
| Admin fee / account holder | $66 | $167-60.4% | $7,715-99.1% | $269-75.4% |