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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY3 years Service code 13 · EIN 25-1867808 | Contract Administrator | $13,728 |
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $4,200 |
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 | $26,228 | $63,114-58.4% | $92,893-71.8% | $65,185-59.8% |
| Participation rate | 92.3% | 68.8%+23.5pp | 76.0%+16.3pp | 70.2%+22.1pp |
| Annual return | 15.75% | 28.75%-13.0pp | 109.41%-93.7pp | 29.38%-13.6pp |
| Employer contribution / active EE | $3,687 | $2,571+43.4% | $3,653+0.9% | $2,177+69.4% |
| Participant deferral / active EE | $2,050 | $3,108-34.0% | $4,236-51.6% | $3,514-41.7% |
| Admin fee / account holder | $27 | $624-95.7% | $5,794-99.5% | $847-96.9% |