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 | $7,307 |
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 | $34,646 | $79,184-56.2% | $102,438-66.2% | $74,546-53.5% |
| Participation rate | 72.2% | 74.8%-2.6pp | 76.5%-4.3pp | 67.2%+4.9pp |
| Annual return | 14.37% | 54.95%-40.6pp | 29.37%-15.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $879 | $2,362-62.8% | $3,024-70.9% | $2,624-66.5% |
| Participant deferral / active EE | $2,876 | $4,414-34.8% | $5,054-43.1% | $4,347-33.8% |
| Admin fee / account holder | $39 | $2,001-98.0% | $9,448-99.6% | $1,944-98.0% |