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 | $11,291 |
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 | $100,556 | $108,549-7.4% | $156,263-35.6% | $85,563+17.5% |
| Participation rate | 88.3% | 77.1%+11.2pp | 78.9%+9.4pp | 66.0%+22.3pp |
| Annual return | 18.09% | 21.79%-3.7pp | 59.47%-41.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $6,051 | $2,690+125.0% | $4,333+39.6% | $2,654+128.0% |
| Participant deferral / active EE | $7,477 | $4,800+55.8% | $6,158+21.4% | $4,375+70.9% |
| Admin fee / account holder | $9 | $650-98.6% | $14,255-99.9% | $834-98.9% |