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 06-1050034 | Contract Administrator | $307,139 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $41,667 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $12,971 |
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 | $86,752 | $81,719+6.2% | $101,248-14.3% | $90,288-3.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 17.36% | 337.64%-320.3pp | 46.47%-29.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $2,333 | $3,622-35.6% | $3,660-36.2% | $2,524-7.6% |
| Participant deferral / active EE | $8,066 | $3,310+143.7% | $4,370+84.6% | $4,232+90.6% |
| Admin fee / account holder | $117 | $162-27.7% | $5,945-98.0% | $114+2.7% |