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, PLLC3 years Service code 10 · EIN 26-0516665 | Accounting | $16,880 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,419 |
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 | $31,224 | $35,485-12.0% | $74,550-58.1% | $55,725-44.0% |
| Participation rate | 94.2% | 62.5%+31.7pp | 69.1%+25.1pp | 70.9%+23.4pp |
| Annual return | -6.22% | 0.72%-6.9pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $389 | $777-50.0% | $1,961-80.2% | $2,078-81.3% |
| Participant deferral / active EE | $3,375 | $2,181+54.8% | $3,108+8.6% | $3,356+0.6% |
| Admin fee / account holder | $53 | $114-53.7% | $5,060-99.0% | $115-54.0% |