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 | $16,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,572 | $104,475+3.9% | $159,436-31.9% | $79,386+36.8% |
| Participation rate | 87.2% | 76.6%+10.6pp | 82.8%+4.4pp | 70.7%+16.5pp |
| Annual return | 19.90% | 67.95%-48.1pp | 263.57%-243.7pp | 116.85%-97.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $16,516 | $6,467+155.4% | $7,352+124.6% | $4,046+308.2% |
| Admin fee / account holder | $61 | $711-91.4% | $10,799-99.4% | $626-90.3% |