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 | $162,707 |
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 | $429,225 | $95,274+350.5% | $135,903+215.8% | $74,419+476.8% |
| Participation rate | 98.1% | 78.2%+20.0pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 20.53% | 32.77%-12.2pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $18,070 | $3,874+366.4% | $4,856+272.1% | $2,637+585.1% |
| Participant deferral / active EE | $16,687 | $7,782+114.4% | $7,758+115.1% | $4,528+268.5% |
| Admin fee / account holder | $219 | $266-17.7% | $10,762-98.0% | $348-37.1% |