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 41-0417830 | Contract Administrator | $91,380 |
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 | $26,314 | $52,208-49.6% | $86,612-69.6% | $74,419-64.6% |
| Participation rate | 87.9% | 66.3%+21.5pp | 71.7%+16.2pp | 70.7%+17.1pp |
| Annual return | 19.54% | 44.46%-24.9pp | 591.07%-571.5pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,357 | $2,282+3.3% | $3,022-22.0% | $2,637-10.6% |
| Participant deferral / active EE | $3,316 | $3,383-2.0% | $4,438-25.3% | $4,528-26.8% |
| Admin fee / account holder | $150 | $319-52.9% | $5,614-97.3% | $348-56.8% |