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 | $298,683 |
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 | $44,049 | $84,000-47.6% | $119,609-63.2% | $77,904-43.5% |
| Participation rate | 96.9% | 77.8%+19.1pp | 79.3%+17.6pp | 73.7%+23.2pp |
| Annual return | -16.37% | -11.59%-4.8pp | -14.97%-1.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $2,359 | $2,907-18.8% | $4,232-44.3% | $2,848-17.2% |
| Participant deferral / active EE | $6,341 | $4,705+34.8% | $5,602+13.2% | $4,806+31.9% |
| Admin fee / account holder | $48 | $116-58.2% | $10,323-99.5% | $133-63.5% |