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 | $5,744 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,404 | $69,362+275.4% | $101,248+157.2% | $73,488+254.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 21.60% | 18.46%+3.1pp | 46.47%-24.9pp | 28.51%-6.9pp |
| Employer contribution / active EE | $4,326 | $2,628+64.6% | $3,660+18.2% | $2,270+90.5% |
| Participant deferral / active EE | $11,445 | $3,300+246.8% | $4,370+161.9% | $3,740+206.0% |
| Admin fee / account holder | $42 | $704-94.0% | $5,945-99.3% | $513-91.8% |