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 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $19,366 |
Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $12,200 |
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 | $20,582 | $51,288-59.9% | $81,983-74.9% | $73,409-72.0% |
| Participation rate | 87.3% | 64.0%+23.3pp | 69.2%+18.0pp | 72.2%+15.1pp |
| Annual return | 12.29% | 29.48%-17.2pp | 41.31%-29.0pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,520 | $1,487+2.2% | $2,498-39.1% | $2,234-31.9% |
| Participant deferral / active EE | $1,686 | $2,715-37.9% | $3,722-54.7% | $3,805-55.7% |
| Admin fee / account holder | $58 | $125-53.5% | $5,664-99.0% | $158-63.1% |