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 | $6,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,880 | $81,474-74.4% | $133,956-84.4% | $73,488-71.6% |
| Participation rate | 86.3% | 76.4%+9.9pp | 79.8%+6.5pp | 70.7%+15.6pp |
| Annual return | 16.74% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,094 | $2,209-50.5% | $3,919-72.1% | $2,270-51.8% |
| Participant deferral / active EE | $3,771 | $3,786-0.4% | $5,048-25.3% | $3,740+0.9% |
| Admin fee / account holder | $111 | $713-84.5% | $8,927-98.8% | $513-78.4% |