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 |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY2 years Service code 13 · EIN 25-1867808 | Contract Administrator | $14,125 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $1,500 |
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 | $23,652 | $55,449-57.3% | $83,848-71.8% | $56,287-58.0% |
| Participation rate | 81.8% | 68.0%+13.8pp | 76.1%+5.7pp | 69.9%+12.0pp |
| Annual return | -4.12% | -1.38%-2.7pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,056 | $2,430+25.7% | $3,631-15.8% | $2,111+44.8% |
| Participant deferral / active EE | $1,720 | $2,935-41.4% | $4,082-57.9% | $3,350-48.6% |
| Admin fee / account holder | $22 | $656-96.6% | $5,478-99.6% | $521-95.8% |