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 | $270,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,763 | $52,525-30.0% | $117,472-68.7% | $77,904-52.8% |
| Participation rate | 92.6% | 61.6%+31.1pp | 70.6%+22.0pp | 73.7%+19.0pp |
| Annual return | -15.28% | -13.76%-1.5pp | 29.74%-45.0pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,551 | $2,166-28.4% | $4,176-62.9% | $2,848-45.5% |
| Participant deferral / active EE | $4,967 | $3,087+60.9% | $4,070+22.0% | $4,806+3.4% |
| Admin fee / account holder | $60 | $99-39.6% | $5,645-98.9% | $133-54.7% |