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 | $21,313 |
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 | $95,835 | $55,449+72.8% | $83,848+14.3% | $56,287+70.3% |
| Participation rate | 84.6% | 68.0%+16.5pp | 76.1%+8.4pp | 69.9%+14.7pp |
| Annual return | -8.05% | -1.38%-6.7pp | 850.88%-858.9pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,338 | $2,430-3.8% | $3,631-35.6% | $2,111+10.8% |
| Participant deferral / active EE | $5,983 | $2,935+103.8% | $4,082+46.6% | $3,350+78.6% |
| Admin fee / account holder | $173 | $656-73.6% | $5,478-96.8% | $521-66.7% |