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 | $74,995 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,639 | $111,608-64.5% | $177,821-77.7% | $73,409-46.0% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.1pp |
| Annual return | 19.80% | 18.23%+1.6pp | 48.32%-28.5pp | 59.29%-39.5pp |
| Employer contribution / active EE | $2,839 | $3,796-25.2% | $5,918-52.0% | $2,234+27.1% |
| Participant deferral / active EE | $4,496 | $6,199-27.5% | $7,714-41.7% | $3,805+18.2% |
| Admin fee / account holder | $229 | $166+38.2% | $12,427-98.2% | $158+44.9% |