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 7-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 41-0417830 | Contract Administrator | $17,447 |
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 | $174,464 | $136,307+28.0% | $177,821-1.9% | $73,488+137.4% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.7%+5.4pp | 70.7%+22.4pp |
| Annual return | 18.72% | 18.68%0pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $8,421 | $3,712+126.9% | $5,918+42.3% | $2,270+270.9% |
| Participant deferral / active EE | $14,212 | $5,829+143.8% | $7,714+84.2% | $3,740+280.0% |
| Admin fee / account holder | $105 | $596-82.3% | $12,427-99.2% | $513-79.5% |