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 | $88,807 |
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 | $29,583 | $91,517-67.7% | $101,248-70.8% | $73,409-59.7% |
| Participation rate | 96.8% | 73.8%+23.0pp | 75.8%+21.0pp | 72.2%+24.6pp |
| Annual return | 16.70% | 17.17%-0.5pp | 46.47%-29.8pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,205 | $2,877-58.1% | $3,660-67.1% | $2,234-46.1% |
| Participant deferral / active EE | $3,448 | $3,338+3.3% | $4,370-21.1% | $3,805-9.4% |
| Admin fee / account holder | $123 | $216-42.8% | $5,945-97.9% | $158-21.8% |