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 41-0417830 | Contract Administrator | $8,067 |
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 | $181,463 | $91,552+98.2% | $133,956+35.5% | $79,858+127.2% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 13.14% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $8,524 | $2,384+257.6% | $3,919+117.5% | $2,471+245.0% |
| Participant deferral / active EE | $8,639 | $3,733+131.4% | $5,048+71.2% | $3,740+131.0% |
| Admin fee / account holder | $70 | $6,321-98.9% | $8,927-99.2% | $5,306-98.7% |