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 42-0127290 | Contract Administrator | $232 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,634 | $56,629-81.2% | $77,999-86.4% | $55,167-80.7% |
| Participation rate | 92.2% | 73.3%+18.9pp | 75.5%+16.7pp | 69.0%+23.2pp |
| Annual return | 45.88% | 2866.98%-2821.1pp | 425.96%-380.1pp | 169.23%-123.4pp |
| Employer contribution / active EE | $312 | $1,723-81.9% | $2,470-87.4% | $1,963-84.1% |
| Participant deferral / active EE | $1,642 | $2,777-40.9% | $3,497-53.1% | $3,054-46.2% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |