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 41-0417830 | Contract Administrator | $14,129 |
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 | $88,848 | $99,957-11.1% | $149,696-40.6% | $73,488+20.9% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.1pp | 70.7%+19.9pp |
| Annual return | 26.94% | 53.87%-26.9pp | 276.60%-249.7pp | 28.51%-1.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $15,134 | $6,073+149.2% | $6,842+121.2% | $3,740+304.7% |
| Admin fee / account holder | $56 | $551-89.9% | $9,309-99.4% | $513-89.2% |