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 | $46,389 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $6,000 |
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 | $98,111 | $176,491-44.4% | $95,952+2.2% | $90,288+8.7% |
| Participation rate | 78.6% | 86.6%-8.0pp | 77.1%+1.5pp | 73.4%+5.3pp |
| Annual return | 15.30% | 20.14%-4.8pp | 91.61%-76.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,741 | $2,789-37.6% | $2,541-31.5% | $2,524-31.0% |
| Participant deferral / active EE | $3,369 | $5,340-36.9% | $4,167-19.2% | $4,232-20.4% |
| Admin fee / account holder | $17 | $154-89.3% | $6,795-99.8% | $114-85.5% |