Filed November 5, 2019
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 06-1050034 | Contract Administrator | $30,390 |
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 | $92,434 | $64,119+44.2% | $112,228-17.6% | $66,914+38.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 11.87% | -13.81%+25.7pp | 27.45%-15.6pp | 1.58%+10.3pp |
| Employer contribution / active EE | $1,854 | $3,005-38.3% | $3,635-49.0% | $2,544-27.1% |
| Participant deferral / active EE | $6,144 | $3,693+66.4% | $4,728+29.9% | $4,237+45.0% |
| Admin fee / account holder | $183 | $625-70.8% | $6,410-97.2% | $593-69.2% |