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 9-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 | $1,716 |
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 | $82,049 | $54,320+51.0% | $67,652+21.3% | $52,331+56.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 6601.10% | 6.81%+6594.3pp | 6625.04%-23.9pp | 4.54%+6596.6pp |
| Employer contribution / active EE | $3,540 | $1,544+129.3% | $2,266+56.3% | $1,882+88.1% |
| Participant deferral / active EE | $5,561 | $2,950+88.5% | $3,560+56.2% | $3,022+84.0% |
| Admin fee / account holder | $18 | $527-96.5% | $4,821-99.6% | $592-96.9% |