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 | $13,191 |
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 | $26,746 | $49,138-45.6% | $84,015-68.2% | $65,185-59.0% |
| Participation rate | 97.1% | 60.7%+36.3pp | 69.0%+28.1pp | 70.2%+26.9pp |
| Annual return | 23.28% | 23.00%+0.3pp | 71.31%-48.0pp | 29.38%-6.1pp |
| Employer contribution / active EE | $937 | $914+2.6% | $1,983-52.7% | $2,177-56.9% |
| Participant deferral / active EE | $3,326 | $2,397+38.8% | $3,239+2.7% | $3,514-5.3% |
| Admin fee / account holder | $49 | $543-90.9% | $6,101-99.2% | $847-94.2% |