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 42-0127290 | Contract Administrator | $69,606 |
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 | $96,171 | $100,801-4.6% | $149,696-35.8% | $73,409+31.0% |
| Participation rate | 90.5% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 24.18% | 265.34%-241.2pp | 276.60%-252.4pp | 59.29%-35.1pp |
| Employer contribution / active EE | $8,894 | $3,312+168.6% | $4,644+91.5% | $2,234+298.2% |
| Participant deferral / active EE | $18,434 | $6,404+187.8% | $6,842+169.4% | $3,805+384.4% |
| Admin fee / account holder | $94 | $181-48.0% | $9,309-99.0% | $158-40.4% |