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 | $20,334 |
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 | $20,406 | $52,670-61.3% | $90,404-77.4% | $73,409-72.2% |
| Participation rate | 75.8% | 67.7%+8.1pp | 72.7%+3.1pp | 72.2%+3.6pp |
| Annual return | 17.33% | 20.70%-3.4pp | 1293.02%-1275.7pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,964 | $1,872+5.0% | $3,262-39.8% | $2,234-12.1% |
| Participant deferral / active EE | $2,593 | $2,807-7.6% | $3,963-34.6% | $3,805-31.9% |
| Admin fee / account holder | $47 | $117-59.8% | $5,611-99.2% | $158-70.3% |