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 | $4,545 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,884 | $57,354+56.7% | $83,848+7.2% | $64,186+40.0% |
| Participation rate | 80.2% | 68.6%+11.6pp | 76.1%+4.1pp | 69.6%+10.6pp |
| Annual return | -0.28% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $342 | $2,545-86.6% | $3,631-90.6% | $2,381-85.6% |
| Participant deferral / active EE | $2,132 | $2,993-28.8% | $4,082-47.8% | $3,470-38.6% |
| Admin fee / account holder | $52 | $4,046-98.7% | $5,478-99.0% | $4,888-98.9% |