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 | $47,086 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $22,072 |
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 | $66,994 | $88,122-24.0% | $141,162-52.5% | $67,579-0.9% |
| Participation rate | 93.9% | 76.5%+17.5pp | 82.5%+11.4pp | 71.3%+22.6pp |
| Annual return | 44.04% | 75.40%-31.4pp | 71.39%-27.4pp | 378.56%-334.5pp |
| Employer contribution / active EE | $12,915 | $3,224+300.5% | $4,735+172.8% | $2,148+501.3% |
| Participant deferral / active EE | $11,744 | $5,958+97.1% | $6,709+75.1% | $3,539+231.8% |
| Admin fee / account holder | $218 | $131+66.2% | $10,261-97.9% | $142+52.9% |