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 | $265,186 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $74,438 |
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 | $53,190 | $104,697-49.2% | $96,544-44.9% | $80,160-33.6% |
| Participation rate | 96.6% | 86.4%+10.3pp | 76.0%+20.7pp | 72.9%+23.7pp |
| Annual return | 21.55% | 21.78%-0.2pp | 25.84%-4.3pp | 40.38%-18.8pp |
| Employer contribution / active EE | $3,777 | $3,536+6.8% | $2,965+27.4% | $2,978+26.8% |
| Participant deferral / active EE | $6,873 | $6,188+11.1% | $4,851+41.7% | $5,017+37.0% |
| Admin fee / account holder | $154 | $107+44.0% | $8,252-98.1% | $145+6.0% |