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 | $96,022 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,150 |
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 | $39,057 | $86,897-55.1% | $151,611-74.2% | $64,808-39.7% |
| Participation rate | 97.4% | 87.3%+10.2pp | 87.5%+9.9pp | 71.5%+26.0pp |
| Annual return | -13.67% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,533 | $4,010-11.9% | $6,166-42.7% | $2,506+41.0% |
| Participant deferral / active EE | $6,114 | $6,690-8.6% | $8,363-26.9% | $4,310+41.8% |
| Admin fee / account holder | $206 | $153+34.7% | $11,616-98.2% | $188+9.7% |