Filed October 20, 2025
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 8-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 | $110,131 |
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 | $122,404 | $160,882-23.9% | $200,582-39.0% | $102,872+19.0% |
| Participation rate | 93.1% | 91.2%+2.0pp | 86.9%+6.2pp | 73.0%+20.1pp |
| Annual return | 30.49% | 18.15%+12.3pp | 42.33%-11.8pp | 19.06%+11.4pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $13,737 | $9,300+47.7% | $9,331+47.2% | $5,535+148.2% |
| Admin fee / account holder | $78 | $125-37.8% | $16,305-99.5% | $292-73.5% |