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 | $150,417 |
SHAYNE & CO LLC1 year Service code 26 · EIN 62-1578680 | Advisory (Participants) | $9,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,050 | $82,202+324.6% | $125,339+178.5% | $64,808+438.6% |
| Participation rate | 98.3% | 77.9%+20.5pp | 82.4%+16.0pp | 71.5%+26.9pp |
| Annual return | -15.46% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $16,511 | $3,615+356.7% | $4,814+243.0% | $2,506+558.9% |
| Participant deferral / active EE | $14,587 | $7,175+103.3% | $7,446+95.9% | $4,310+238.4% |
| Admin fee / account holder | $212 | $163+30.1% | $10,010-97.9% | $188+13.1% |