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 41-0417830 | Contract Administrator | $7,241 |
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 | $39,262 | $46,423-15.4% | $75,886-48.3% | $67,579-41.9% |
| Participation rate | 78.3% | 63.1%+15.2pp | 69.3%+9.0pp | 71.3%+7.0pp |
| Annual return | 21.52% | 32.29%-10.8pp | 30.76%-9.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $714 | $1,406-49.2% | $2,500-71.4% | $2,148-66.8% |
| Participant deferral / active EE | $3,329 | $2,564+29.8% | $3,603-7.6% | $3,539-6.0% |
| Admin fee / account holder | $24 | $132-82.0% | $5,418-99.6% | $142-83.4% |