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 | $161,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,421 | $96,403-19.7% | $93,606-17.3% | $77,787-0.5% |
| Participation rate | 91.2% | 87.6%+3.6pp | 75.8%+15.4pp | 73.2%+18.0pp |
| Annual return | 40.53% | 39.36%+1.2pp | 32.76%+7.8pp | 32.57%+8.0pp |
| Employer contribution / active EE | $2,762 | $3,616-23.6% | $2,718+1.6% | $2,504+10.3% |
| Participant deferral / active EE | $8,873 | $5,341+66.1% | $4,069+118.1% | $3,967+123.7% |
| Admin fee / account holder | $103 | $90+15.6% | $7,888-98.7% | $100+3.4% |