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 | $153,743-20.4% | $197,124-37.9% | $103,975+17.7% |
| Participation rate | 93.1% | 91.1%+2.0pp | 86.7%+6.4pp | 72.5%+20.6pp |
| Annual return | 30.49% | 17.60%+12.9pp | 44.34%-13.9pp | 19.41%+11.1pp |
| Employer contribution / active EE | $0 | $5,424-100.0% | $6,227-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $13,737 | $9,152+50.1% | $9,135+50.4% | $5,343+157.1% |
| Admin fee / account holder | $78 | $131-41.0% | $16,298-99.5% | $332-76.7% |