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 06-1050034 | Contract Administrator | $3,905 |
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 | $72,307 | $71,883+0.6% | $86,677-16.6% | $68,494+5.6% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+30.9pp |
| Annual return | -13.89% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,036 | $2,173-52.3% | $2,836-63.5% | $2,596-60.1% |
| Participant deferral / active EE | $6,799 | $3,779+79.9% | $4,656+46.0% | $4,027+68.8% |
| Admin fee / account holder | $33 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |