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 | $97,509 |
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 | $114,849 | $82,202+39.7% | $125,339-8.4% | $64,808+77.2% |
| Participation rate | 83.2% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | -17.41% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $11,805 | $3,615+226.5% | $4,814+145.2% | $2,506+371.1% |
| Participant deferral / active EE | $24,730 | $7,175+244.7% | $7,446+232.1% | $4,310+473.7% |
| Admin fee / account holder | $146 | $163-10.3% | $10,010-98.5% | $188-22.0% |