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 | $21,146 |
COOK PARKER, PLLC7 years Service code 10 · EIN 26-0516665 | Accounting | $8,655 |
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 | $53,124 | $42,353+25.4% | $79,550-33.2% | $64,808-18.0% |
| Participation rate | 95.3% | 64.8%+30.5pp | 69.5%+25.8pp | 71.5%+23.8pp |
| Annual return | -14.94% | -12.24%-2.7pp | 0.16%-15.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $748 | $1,181-36.6% | $2,413-69.0% | $2,506-70.1% |
| Participant deferral / active EE | $5,430 | $3,170+71.3% | $3,985+36.3% | $4,310+26.0% |
| Admin fee / account holder | $55 | $160-65.8% | $6,832-99.2% | $188-71.0% |