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 06-1050034 | Contract Administrator | $15,389 |
COOK PARKER, PLLC5 years Service code 10 · EIN 26-0516665 | Accounting | $8,135 |
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 | $43,652 | $64,286-32.1% | $90,951-52.0% | $73,409-40.5% |
| Participation rate | 98.4% | 63.6%+34.8pp | 69.0%+29.4pp | 72.2%+26.3pp |
| Annual return | 16.40% | 21.45%-5.1pp | 134.60%-118.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $546 | $895-39.0% | $2,122-74.3% | $2,234-75.6% |
| Participant deferral / active EE | $4,203 | $2,453+71.3% | $3,373+24.6% | $3,805+10.4% |
| Admin fee / account holder | $36 | $287-87.4% | $5,959-99.4% | $158-77.0% |