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 | $89,097 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,405 |
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 | $43,520 | $111,491-61.0% | $189,513-77.0% | $86,799-49.9% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 29.65% | 83.50%-53.9pp | 555.15%-525.5pp | 97.91%-68.3pp |
| Employer contribution / active EE | $2,964 | $3,951-25.0% | $6,162-51.9% | $2,405+23.2% |
| Participant deferral / active EE | $5,210 | $6,437-19.1% | $8,221-36.6% | $4,131+26.1% |
| Admin fee / account holder | $209 | $189+10.7% | $12,045-98.3% | $170+23.2% |