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 | $19,567 |
INDEPENDENT FINANCIAL1 year Service code 13 · EIN 83-0951655 | Contract Administrator | $12,708 |
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 | $66,068 | $88,890-25.7% | $102,423-35.5% | $77,643-14.9% |
| Participation rate | 91.1% | 80.9%+10.2pp | 76.5%+14.6pp | 70.6%+20.5pp |
| Annual return | 42.54% | 24.98%+17.6pp | 29.32%+13.2pp | 31.24%+11.3pp |
| Employer contribution / active EE | $2,750 | $2,698+1.9% | $3,023-9.0% | $2,726+0.9% |
| Participant deferral / active EE | $5,660 | $5,145+10.0% | $5,053+12.0% | $4,647+21.8% |
| Admin fee / account holder | $106 | $235-55.1% | $9,451-98.9% | $430-75.4% |