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 | $78,328 |
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 | $47,620 | $46,292+2.9% | $143,757-66.9% | $64,808-26.5% |
| Participation rate | 98.9% | 64.2%+34.6pp | 80.3%+18.6pp | 71.5%+27.4pp |
| Annual return | -17.15% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,501 | $1,910+31.0% | $4,951-49.5% | $2,506-0.2% |
| Participant deferral / active EE | $5,201 | $2,646+96.6% | $5,637-7.7% | $4,310+20.7% |
| Admin fee / account holder | $72 | $154-53.0% | $14,673-99.5% | $188-61.5% |