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 25-1867808 | Contract Administrator | $14,837 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $2,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,382 | $58,726-58.5% | $92,233-73.6% | $62,292-60.9% |
| Participation rate | 89.4% | 68.3%+21.0pp | 76.5%+12.9pp | 69.5%+19.9pp |
| Annual return | 9.16% | 43.62%-34.5pp | 176.28%-167.1pp | 28.90%-19.7pp |
| Employer contribution / active EE | $2,163 | $2,392-9.6% | $3,679-41.2% | $2,042+5.9% |
| Participant deferral / active EE | $1,657 | $2,766-40.1% | $3,897-57.5% | $3,169-47.7% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.0% |