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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 18 · EIN 16-1503696 | Custodial (other than securities); Pa... | $32,610 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,831 | $47,977-67.0% | $154,107-89.7% | $56,287-71.9% |
| Participation rate | 86.8% | 66.2%+20.6pp | 83.0%+3.7pp | 69.9%+16.9pp |
| Annual return | -4.58% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $655 | $2,169-69.8% | $5,298-87.6% | $2,111-69.0% |
| Participant deferral / active EE | $2,018 | $2,392-15.6% | $5,081-60.3% | $3,350-39.8% |
| Admin fee / account holder | $217 | $438-50.4% | $13,411-98.4% | $521-58.3% |