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 | $98,805 |
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 | $117,644 | $95,880+22.7% | $107,525+9.4% | $85,563+37.5% |
| Participation rate | 93.0% | 70.1%+22.9pp | 75.1%+18.0pp | 66.0%+27.1pp |
| Annual return | 17.39% | 68.06%-50.7pp | 181.32%-163.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $4,633 | $3,812+21.5% | $3,754+23.4% | $2,654+74.6% |
| Participant deferral / active EE | $13,594 | $4,201+223.6% | $5,116+165.7% | $4,375+210.7% |
| Admin fee / account holder | $113 | $1,025-88.9% | $8,919-98.7% | $834-86.4% |