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 | $14,156 |
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 | $33,015 | $54,573-39.5% | $90,951-63.7% | $73,488-55.1% |
| Participation rate | 97.0% | 61.2%+35.8pp | 69.0%+28.0pp | 70.7%+26.3pp |
| Annual return | 15.53% | 16.69%-1.2pp | 134.60%-119.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $778 | $991-21.5% | $2,122-63.3% | $2,270-65.7% |
| Participant deferral / active EE | $3,351 | $2,517+33.1% | $3,373-0.6% | $3,740-10.4% |
| Admin fee / account holder | $55 | $521-89.5% | $5,959-99.1% | $513-89.3% |