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 41-0417830 | Contract Administrator | $11,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,133 | $73,102-5.4% | $123,544-44.0% | $56,287+22.8% |
| Participation rate | 70.7% | 74.3%-3.6pp | 82.3%-11.6pp | 69.9%+0.9pp |
| Annual return | 0.19% | 3.01%-2.8pp | 119.20%-119.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $12,463 | $5,423+129.8% | $6,426+94.0% | $3,350+272.1% |
| Admin fee / account holder | $79 | $554-85.7% | $9,284-99.1% | $521-84.8% |