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 | $156,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,193 | $104,697-31.0% | $96,544-25.2% | $80,160-9.9% |
| Participation rate | 93.5% | 86.4%+7.2pp | 76.0%+17.6pp | 72.9%+20.6pp |
| Annual return | 20.10% | 21.78%-1.7pp | 25.84%-5.7pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,116 | $3,536-40.2% | $2,965-28.6% | $2,978-28.9% |
| Participant deferral / active EE | $8,246 | $6,188+33.3% | $4,851+70.0% | $5,017+64.4% |
| Admin fee / account holder | $96 | $107-9.6% | $8,252-98.8% | $145-33.4% |