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 | $50,466 |
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 | $37,484 | $99,078-62.2% | $96,544-61.2% | $74,419-49.6% |
| Participation rate | 98.5% | 80.7%+17.8pp | 76.0%+22.5pp | 70.7%+27.7pp |
| Annual return | 23.76% | 22.48%+1.3pp | 25.84%-2.1pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,912 | $2,570-25.6% | $2,965-35.5% | $2,637-27.5% |
| Participant deferral / active EE | $4,020 | $4,933-18.5% | $4,851-17.1% | $4,528-11.2% |
| Admin fee / account holder | $108 | $225-51.9% | $8,252-98.7% | $348-68.9% |