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 06-1050034 | Contract Administrator | $91,127 |
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 | $80,550 | $100,801-20.1% | $149,696-46.2% | $73,409+9.7% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.8pp | 72.2%+23.1pp |
| Annual return | 19.80% | 265.34%-245.5pp | 276.60%-256.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,206 | $3,312-3.2% | $4,644-31.0% | $2,234+43.5% |
| Participant deferral / active EE | $10,929 | $6,404+70.6% | $6,842+59.7% | $3,805+187.2% |
| Admin fee / account holder | $154 | $181-14.7% | $9,309-98.3% | $158-2.3% |