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 | $16,227 |
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 | $54,020 | $47,126+14.6% | $149,673-63.9% | $74,419-27.4% |
| Participation rate | 88.5% | 63.4%+25.1pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 19.10% | 22.75%-3.7pp | 134.42%-115.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,710 | $1,905+42.2% | $4,818-43.8% | $2,637+2.7% |
| Participant deferral / active EE | $5,177 | $2,728+89.8% | $5,680-8.9% | $4,528+14.3% |
| Admin fee / account holder | $19 | $343-94.3% | $13,210-99.9% | $348-94.4% |