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 | $3,230 |
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 | $38,158 | $55,449-31.2% | $83,848-54.5% | $56,287-32.2% |
| Participation rate | 70.9% | 68.0%+2.9pp | 76.1%-5.2pp | 69.9%+1.1pp |
| Annual return | -4.73% | -1.38%-3.4pp | 850.88%-855.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,399 | $2,430+39.9% | $3,631-6.4% | $2,111+61.0% |
| Participant deferral / active EE | $4,232 | $2,935+44.2% | $4,082+3.7% | $3,350+26.3% |
| Admin fee / account holder | $19 | $656-97.1% | $5,478-99.6% | $521-96.3% |