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 | $82,403 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $49,282 |
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 | $54,220 | $72,066-24.8% | $81,930-33.8% | $90,288-39.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 72.0%+28.0pp | 73.4%+26.6pp |
| Annual return | 21.24% | 15.92%+5.3pp | 29.49%-8.2pp | 53.97%-32.7pp |
| Employer contribution / active EE | $957 | $2,335-59.0% | $4,310-77.8% | $2,524-62.1% |
| Participant deferral / active EE | $3,283 | $3,557-7.7% | $7,107-53.8% | $4,232-22.4% |
| Admin fee / account holder | $76 | $92-17.9% | $5,158-98.5% | $114-33.4% |