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 | $29,022 |
Filed as: BROADSTREET CAPITAL ADVISORS LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $23,662 |
SAFEGUARD OPERATIONS1 year Filed as: SAFEGUARD OPERATIONS LLC Service code 14 · EIN 52-2288756 | Plan Administrator | $5,556 |
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 | $45,863 | $62,132-26.2% | $185,823-75.3% | $73,488-37.6% |
| Participation rate | 84.4% | 67.8%+16.6pp | 78.0%+6.4pp | 70.7%+13.8pp |
| Annual return | 16.24% | 20.44%-4.2pp | 35.95%-19.7pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,698 | $1,681+1.0% | $4,087-58.4% | $2,270-25.2% |
| Participant deferral / active EE | $3,774 | $3,711+1.7% | $5,632-33.0% | $3,740+0.9% |
| Admin fee / account holder | $185 | $419-55.8% | $9,500-98.1% | $513-64.0% |