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 | $181,468 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $92,083 |
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 | $69,041 | $82,202-16.0% | $125,339-44.9% | $64,808+6.5% |
| Participation rate | 93.4% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -14.23% | 3.48%-17.7pp | 572.05%-586.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,401 | $3,615-33.6% | $4,814-50.1% | $2,506-4.2% |
| Participant deferral / active EE | $8,548 | $7,175+19.1% | $7,446+14.8% | $4,310+98.3% |
| Admin fee / account holder | $235 | $163+43.8% | $10,010-97.7% | $188+25.0% |