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 35-1140070 | Contract Administrator | $25,671 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,560 |
SUNWEST PENSIONS1 year Service code 15 · EIN 86-0922116 | Recordkeeping | $1,400 |
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 | $26,869 | $72,277-62.8% | $101,248-73.5% | $79,858-66.4% |
| Participation rate | 98.9% | 68.5%+30.5pp | 75.8%+23.1pp | 69.6%+29.3pp |
| Annual return | 12.52% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,550 | $2,692-42.4% | $3,660-57.6% | $2,471-37.3% |
| Participant deferral / active EE | $2,893 | $3,282-11.8% | $4,370-33.8% | $3,740-22.7% |
| Admin fee / account holder | $263 | $4,400-94.0% | $5,945-95.6% | $5,306-95.0% |