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 | $173,198 |
Service code 16 · EIN 61-1758632 | Consulting | $56,250 |
Filed as: SC&H ATTEST SERVICES, P.C.. Service code 10 · EIN 52-1743645 | Accounting | $11,500 |
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 | $62,658 | $56,095+11.7% | $178,490-64.9% | $90,288-30.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 15.44% | 28.81%-13.4pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $4,595 | $1,572+192.2% | $5,011-8.3% | $2,524+82.0% |
| Participant deferral / active EE | $8,054 | $2,669+201.8% | $5,202+54.8% | $4,232+90.3% |
| Admin fee / account holder | $85 | $101-15.6% | $13,984-99.4% | $114-25.5% |