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 | $25,472 |
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 | $125,128 | $95,274+31.3% | $135,903-7.9% | $74,419+68.1% |
| Participation rate | 97.6% | 78.2%+19.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 31.02% | 32.77%-1.7pp | 68.23%-37.2pp | 34.38%-3.4pp |
| Employer contribution / active EE | $18,331 | $3,874+373.2% | $4,856+277.5% | $2,637+595.1% |
| Participant deferral / active EE | $20,641 | $7,782+165.2% | $7,758+166.1% | $4,528+355.8% |
| Admin fee / account holder | $60 | $266-77.4% | $10,762-99.4% | $348-82.7% |