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 | $3,175 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $120,096 | $201,594-40.4% | $101,248+18.6% | - |
| Participation rate | 75.8% | 64.6%+11.1pp | 75.8%-0.1pp | - |
| Annual return | 20.79% | 13.55%+7.2pp | 46.47%-25.7pp | - |
| Employer contribution / active EE | $755 | $2,288-67.0% | $3,660-79.4% | - |
| Participant deferral / active EE | $4,437 | $3,091+43.5% | $4,370+1.5% | - |
| Admin fee / account holder | $34 | $7,709-99.6% | $5,945-99.4% | - |