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 | $324,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,806 | $62,544-17.2% | $129,207-59.9% | $199,593-74.0% |
| Participation rate | 91.0% | 56.8%+34.2pp | 69.6%+21.4pp | 72.0%+19.1pp |
| Annual return | 12.47% | 16.95%-4.5pp | 9417.33%-9404.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,782 | $2,394-25.6% | $4,153-57.1% | $3,034-41.3% |
| Participant deferral / active EE | $5,671 | $3,123+81.6% | $4,168+36.1% | $5,087+11.5% |
| Admin fee / account holder | $73 | $167-56.4% | $7,715-99.1% | $269-73.0% |