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 41-0417830 | Contract Administrator | $4,980 |
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 | $66,424 | $81,537-18.5% | $149,718-55.6% | $69,631-4.6% |
| Participation rate | 82.7% | 86.1%-3.4pp | 87.1%-4.3pp | 70.7%+12.0pp |
| Annual return | 24.41% | 22.79%+1.6pp | 1501.63%-1477.2pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $3,090 | $3,239-4.6% | $5,445-43.2% | $2,032+52.1% |
| Participant deferral / active EE | $9,322 | $4,994+86.7% | $6,569+41.9% | $3,224+189.2% |
| Admin fee / account holder | $10 | $107-91.1% | $11,283-99.9% | $110-91.4% |