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 |
|---|---|---|
THIRD PARTY ADMINISTRATORS, INC.1+ years Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $5,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,116 |
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 | $30,929 | $33,745-8.3% | $64,105-51.8% | $55,191-44.0% |
| Participation rate | 72.7% | 59.4%+13.3pp | 68.2%+4.5pp | 69.2%+3.5pp |
| Annual return | 0.37% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,117 | $641+230.3% | $1,820+16.3% | $1,899+11.5% |
| Participant deferral / active EE | $3,585 | $1,929+85.8% | $2,822+27.1% | $3,046+17.7% |
| Admin fee / account holder | $21 | $94-77.3% | $4,499-99.5% | $91-76.4% |