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 | $121,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,027 | $78,275-55.3% | $109,143-67.9% | $86,799-59.6% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.9%+22.5pp | 72.3%+26.1pp |
| Annual return | 14.23% | 19.14%-4.9pp | 25.75%-11.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,200 | $3,105-61.4% | $3,722-67.8% | $2,405-50.1% |
| Participant deferral / active EE | $3,963 | $3,641+8.8% | $4,653-14.8% | $4,131-4.1% |
| Admin fee / account holder | $163 | $198-18.0% | $6,752-97.6% | $170-4.0% |