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 | $178,147 |
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 | $82,175 | $110,299-25.5% | $102,423-19.8% | $199,593-58.8% |
| Participation rate | 94.9% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 15.99% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,101 | $3,603-41.7% | $3,023-30.5% | $3,034-30.8% |
| Participant deferral / active EE | $8,301 | $6,376+30.2% | $5,053+64.3% | $5,087+63.2% |
| Admin fee / account holder | $113 | $122-7.2% | $9,451-98.8% | $269-57.8% |