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 | $34,143 |
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 | $54,947 | $73,638-25.4% | $95,952-42.7% | $73,488-25.2% |
| Participation rate | 89.8% | 76.2%+13.7pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 13.37% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,260 | $1,863+21.3% | $2,541-11.1% | $2,270-0.5% |
| Participant deferral / active EE | $4,666 | $3,617+29.0% | $4,167+12.0% | $3,740+24.8% |
| Admin fee / account holder | $157 | $482-67.5% | $6,795-97.7% | $513-69.5% |