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 |
|---|---|---|
COOK PARKER, PLLC1 year Service code 10 · EIN 26-0516665 | Accounting | $7,570 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,512 | $37,044+55.3% | $71,796-19.9% | $57,658-0.3% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.1%-5.9pp | 70.2%-7.0pp |
| Annual return | 7.03% | 12.64%-5.6pp | 78.04%-71.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $512 | $720-29.0% | $1,924-73.4% | $1,974-74.1% |
| Participant deferral / active EE | $3,577 | $1,974+81.2% | $2,794+28.0% | $3,061+16.9% |
| Admin fee / account holder | $37 | $101-62.9% | $4,815-99.2% | $95-60.4% |