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 | $76,762 |
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 | $59,608 | $47,126+26.5% | $149,673-60.2% | $74,419-19.9% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 19.16% | 22.75%-3.6pp | 134.42%-115.3pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,676 | $1,905+40.4% | $4,818-44.5% | $2,637+1.5% |
| Participant deferral / active EE | $5,547 | $2,728+103.4% | $5,680-2.3% | $4,528+22.5% |
| Admin fee / account holder | $74 | $343-78.3% | $13,210-99.4% | $348-78.6% |