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 | $108,980 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $60,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,028 | $127,481-80.4% | $149,696-83.3% | $90,288-72.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 15.51% | 57.78%-42.3pp | 276.60%-261.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $576 | $3,448-83.3% | $4,644-87.6% | $2,524-77.2% |
| Participant deferral / active EE | $3,235 | $6,975-53.6% | $6,842-52.7% | $4,232-23.6% |
| Admin fee / account holder | $92 | $152-39.2% | $9,309-99.0% | $114-19.1% |