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 | $148,720 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,080 |
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 | $56,747 | $106,028-46.5% | $146,958-61.4% | $77,643-26.9% |
| Participation rate | 71.2% | 78.4%-7.2pp | 82.2%-11.0pp | 70.6%+0.6pp |
| Annual return | 18.57% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,355 | $4,063+7.2% | $4,933-11.7% | $2,726+59.8% |
| Participant deferral / active EE | $8,943 | $7,990+11.9% | $8,070+10.8% | $4,647+92.4% |
| Admin fee / account holder | $281 | $337-16.7% | $12,998-97.8% | $430-34.7% |