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 | $2,564 |
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 | $65,422 | $64,909+0.8% | $82,313-20.5% | $62,292+5.0% |
| Participation rate | 90.7% | 74.9%+15.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 17.07% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $750 | $1,676-55.3% | $2,428-69.1% | $2,042-63.3% |
| Participant deferral / active EE | $4,439 | $3,103+43.0% | $3,706+19.8% | $3,169+40.1% |
| Admin fee / account holder | $21 | $440-95.2% | $5,608-99.6% | $479-95.6% |