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 6-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 | $7,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,132 | $65,041-92.1% | $90,951-94.4% | $79,858-93.6% |
| Participation rate | 86.3% | 61.6%+24.6pp | 69.0%+17.2pp | 69.6%+16.6pp |
| Annual return | 71.44% | 30.45%+41.0pp | 134.60%-63.2pp | 31.71%+39.7pp |
| Employer contribution / active EE | $344 | $1,247-72.4% | $2,122-83.8% | $2,471-86.1% |
| Participant deferral / active EE | $1,704 | $2,512-32.2% | $3,373-49.5% | $3,740-54.4% |
| Admin fee / account holder | $140 | $4,536-96.9% | $5,959-97.7% | $5,306-97.4% |