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 | $172,626 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $55,475 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $35,038 |
SUMITOMO ELECTRIC FINANCE USA, INC1 year Filed as: SUMITOMO ELECTRIC USA HOLDINGS INC Service code 10 · EIN 56-1646307 | Accounting | $17,473 |
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 | $113,233 | $176,491-35.8% | $95,952+18.0% | $90,288+25.4% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.5pp |
| Annual return | 17.10% | 20.14%-3.0pp | 91.61%-74.5pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,496 | $2,789-10.5% | $2,541-1.8% | $2,524-1.1% |
| Participant deferral / active EE | $4,831 | $5,340-9.5% | $4,167+15.9% | $4,232+14.1% |
| Admin fee / account holder | $172 | $154+11.4% | $6,795-97.5% | $114+50.4% |