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 27 · EIN 20-8874282 | Advisory (Plan) | $43,813 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,999 |
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 | $88,404 | $56,640+56.1% | $80,975+9.2% | $57,658+53.3% |
| Participation rate | 83.9% | 75.9%+8.0pp | 75.8%+8.1pp | 70.2%+13.7pp |
| Annual return | 6.92% | 19.97%-13.0pp | 17.10%-10.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,913 | $2,085-8.2% | $3,714-48.5% | $1,974-3.1% |
| Participant deferral / active EE | $6,709 | $4,944+35.7% | $5,696+17.8% | $3,061+119.2% |
| Admin fee / account holder | $49 | $87-44.1% | $5,516-99.1% | $95-48.5% |