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 | $56,863 |
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 | $91,739 | $89,436+2.6% | $164,813-44.3% | $77,643+18.2% |
| Participation rate | 86.0% | 78.6%+7.4pp | 78.6%+7.4pp | 70.6%+15.5pp |
| Annual return | 31.89% | 28.83%+3.1pp | 69.93%-38.0pp | 31.24%+0.7pp |
| Employer contribution / active EE | $1,657 | $2,569-35.5% | $4,341-61.8% | $2,726-39.2% |
| Participant deferral / active EE | $6,962 | $4,897+42.2% | $6,031+15.4% | $4,647+49.8% |
| Admin fee / account holder | $84 | $339-75.3% | $12,690-99.3% | $430-80.5% |