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 7-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 | $10,325 |
INSTITUTIONAL INVESTMENT COUNSEL1+ years Service code 16 · EIN 81-0635433 | Consulting | $7,500 |
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 | $96,957 | $42,396+128.7% | $67,313+44.0% | $56,287+72.3% |
| Participation rate | 94.7% | 61.0%+33.7pp | 69.1%+25.6pp | 69.9%+24.8pp |
| Annual return | 0.00% | -36.63%+36.6pp | -4.08%+4.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,593 | $1,414+83.4% | $2,566+1.1% | $2,111+22.8% |
| Participant deferral / active EE | $5,185 | $2,360+119.7% | $3,568+45.3% | $3,350+54.8% |
| Admin fee / account holder | $185 | $510-63.7% | $4,507-95.9% | $521-64.5% |