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 | $72,633 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,068 | $111,491-6.7% | $189,513-45.1% | $86,799+19.9% |
| Participation rate | 81.6% | 87.3%-5.7pp | 87.8%-6.2pp | 72.3%+9.4pp |
| Annual return | 12.45% | 83.50%-71.0pp | 555.15%-542.7pp | 97.91%-85.5pp |
| Employer contribution / active EE | $3,163 | $3,951-19.9% | $6,162-48.7% | $2,405+31.5% |
| Participant deferral / active EE | $4,258 | $6,437-33.8% | $8,221-48.2% | $4,131+3.1% |
| Admin fee / account holder | $157 | $189-16.7% | $12,045-98.7% | $170-7.3% |