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 9-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 | $66,755 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,287 | $47,456-93.1% | $172,739-98.1% | $77,787-95.8% |
| Participation rate | 89.1% | 66.3%+22.8pp | 82.6%+6.5pp | 73.2%+15.9pp |
| Annual return | 28.03% | 35.57%-7.5pp | 802.84%-774.8pp | 32.57%-4.5pp |
| Employer contribution / active EE | $183 | $1,574-88.4% | $5,143-96.4% | $2,504-92.7% |
| Participant deferral / active EE | $1,355 | $2,560-47.0% | $5,198-73.9% | $3,967-65.8% |
| Admin fee / account holder | $30 | $81-62.4% | $13,954-99.8% | $100-69.6% |