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 42-0127290 | Contract Administrator | $13,357 |
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 | $22,941 | $63,156-63.7% | $122,332-81.2% | $62,292-63.2% |
| Participation rate | 84.3% | 60.0%+24.3pp | 71.6%+12.7pp | 69.5%+14.8pp |
| Annual return | 17.29% | 20.61%-3.3pp | 30.27%-13.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $640 | $1,385-53.8% | $4,050-84.2% | $2,042-68.6% |
| Participant deferral / active EE | $1,598 | $2,321-31.2% | $3,287-51.4% | $3,169-49.6% |
| Admin fee / account holder | $123 | $440-72.1% | $5,478-97.8% | $479-74.4% |