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 41-0417830 | Contract Administrator | $9,188 |
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 | $195,153 | $61,272+218.5% | $149,673+30.4% | $71,457+173.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.64% | 35.85%-18.2pp | 134.42%-116.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $8,196 | $2,378+244.6% | $4,818+70.1% | $2,588+216.7% |
| Participant deferral / active EE | $5,467 | $2,917+87.4% | $5,680-3.7% | $4,289+27.5% |
| Admin fee / account holder | $35 | $1,261-97.3% | $13,210-99.7% | $1,587-97.8% |