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 06-1050034 | Contract Administrator | $26,725 |
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 | $38,584 | $71,957-46.4% | $67,652-43.0% | $59,188-34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 1.70% | 8.53%-6.8pp | 6625.04%-6623.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,838 | $2,432-24.4% | $2,266-18.9% | $2,098-12.4% |
| Participant deferral / active EE | $2,593 | $4,211-38.4% | $3,560-27.2% | $3,265-20.6% |
| Admin fee / account holder | $9 | $64-85.9% | $4,821-99.8% | $92-90.2% |