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 | $32,225 |
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 | $42,709 | $80,211-46.8% | $74,183-42.4% | $63,975-33.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.33% | 14.13%-7.8pp | 17.74%-11.4pp | 48.65%-42.3pp |
| Employer contribution / active EE | $2,024 | $2,553-20.7% | $2,370-14.6% | $2,182-7.2% |
| Participant deferral / active EE | $2,922 | $4,370-33.1% | $3,550-17.7% | $3,356-13.0% |
| Admin fee / account holder | $11 | $67-83.2% | $5,586-99.8% | $70-83.9% |