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 | $146,290 |
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 | $58,356 | $130,141-55.2% | $86,677-32.7% | $77,904-25.1% |
| Participation rate | 91.1% | 85.9%+5.2pp | 76.6%+14.6pp | 73.7%+17.5pp |
| Annual return | -15.37% | -12.75%-2.6pp | 35.91%-51.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,789 | $3,220-44.4% | $2,836-36.9% | $2,848-37.2% |
| Participant deferral / active EE | $6,976 | $5,757+21.2% | $4,656+49.8% | $4,806+45.1% |
| Admin fee / account holder | $90 | $132-31.4% | $7,493-98.8% | $133-31.8% |