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 35-1140070 | Contract Administrator | $25,813 |
RYAN AND MCDONALD1 year Service code 16 · EIN 77-0583407 913 BLANCO CIRCLE · SALINAS, CA 93901 | Consulting | $5,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,510 | $31,370-15.5% | $74,583-64.5% | $63,975-58.6% |
| Participation rate | 48.8% | 42.6%+6.2pp | 68.1%-19.4pp | 71.1%-22.4pp |
| Annual return | 9.38% | -105.16%+114.5pp | 20.47%-11.1pp | 48.65%-39.3pp |
| Employer contribution / active EE | $668 | $822-18.7% | $2,525-73.5% | $2,182-69.4% |
| Participant deferral / active EE | $1,613 | $1,560+3.4% | $3,458-53.4% | $3,356-51.9% |
| Admin fee / account holder | $23 | $77-69.9% | $4,138-99.4% | $70-67.2% |