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 3-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 | $1,540 |
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 | $34,087 | $52,406-35.0% | $129,207-73.6% | $74,495-54.2% |
| Participation rate | 77.5% | 53.8%+23.7pp | 69.6%+7.9pp | 67.2%+10.3pp |
| Annual return | 27.05% | 15.66%+11.4pp | 9417.33%-9390.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $3,356 | $1,531+119.3% | $4,153-19.2% | $2,623+28.0% |
| Participant deferral / active EE | $6,247 | $2,794+123.6% | $4,168+49.9% | $4,346+43.8% |
| Admin fee / account holder | $134 | $2,633-94.9% | $7,715-98.3% | $1,942-93.1% |