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 | $97,408 |
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 | $135,930 | $95,274+42.7% | $135,9030% | $74,419+82.7% |
| Participation rate | 82.1% | 78.2%+4.0pp | 81.9%+0.2pp | 70.7%+11.4pp |
| Annual return | 19.31% | 32.77%-13.5pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $9,465 | $3,874+144.3% | $4,856+94.9% | $2,637+258.9% |
| Participant deferral / active EE | $19,888 | $7,782+155.6% | $7,758+156.4% | $4,528+339.2% |
| Admin fee / account holder | $148 | $266-44.3% | $10,762-98.6% | $348-57.4% |