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 | $40,057 |
Service code 49 · EIN 51-0120742 | Other Services | $4,597 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,689 | $65,118-32.9% | $76,768-43.1% | $55,725-21.6% |
| Participation rate | 78.5% | 79.6%-1.2pp | 77.0%+1.5pp | 70.9%+7.6pp |
| Annual return | -5.90% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,109 | $1,941-42.8% | $2,485-55.4% | $2,078-46.6% |
| Participant deferral / active EE | $3,314 | $3,688-10.1% | $3,852-14.0% | $3,356-1.2% |
| Admin fee / account holder | $138 | $116+18.8% | $6,675-97.9% | $115+19.5% |