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 | $123,829 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $110,337 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $19,275 |
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 | $42,055 | $38,833+8.3% | $78,778-46.6% | $77,958-46.1% |
| Participation rate | 88.9% | 60.9%+28.0pp | 69.2%+19.7pp | 71.6%+17.2pp |
| Annual return | 17.83% | 20.31%-2.5pp | 35.62%-17.8pp | 20.87%-3.0pp |
| Employer contribution / active EE | $951 | $840+13.3% | $1,986-52.1% | $2,310-58.8% |
| Participant deferral / active EE | $3,522 | $1,776+98.4% | $2,958+19.1% | $3,537-0.4% |
| Admin fee / account holder | $47 | $89-47.7% | $5,134-99.1% | $97-52.2% |