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 | $45,990 |
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 | $31,899 | $72,254-55.9% | $86,677-63.2% | $64,808-50.8% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.6pp | 71.5%+25.7pp |
| Annual return | -15.22% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,015 | $2,393-15.8% | $2,836-29.0% | $2,506-19.6% |
| Participant deferral / active EE | $3,920 | $4,658-15.8% | $4,656-15.8% | $4,310-9.1% |
| Admin fee / account holder | $109 | $174-37.5% | $7,493-98.5% | $188-42.1% |