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 | $309,595 |
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 | $44,418 | $57,570-22.8% | $121,098-63.3% | $80,160-44.6% |
| Participation rate | 92.1% | 58.8%+33.3pp | 69.5%+22.6pp | 72.9%+19.2pp |
| Annual return | 16.11% | 20.42%-4.3pp | 985.75%-969.6pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,702 | $2,119-19.7% | $4,164-59.1% | $2,978-42.8% |
| Participant deferral / active EE | $5,278 | $3,092+70.7% | $4,080+29.4% | $5,017+5.2% |
| Admin fee / account holder | $68 | $121-43.5% | $5,644-98.8% | $145-52.8% |