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 | $69,129 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,557 | $100,801-88.5% | $149,696-92.3% | $73,409-84.3% |
| Participation rate | 88.7% | 77.7%+11.0pp | 82.5%+6.2pp | 72.2%+16.5pp |
| Annual return | 78.17% | 265.34%-187.2pp | 276.60%-198.4pp | 59.29%+18.9pp |
| Employer contribution / active EE | $881 | $3,312-73.4% | $4,644-81.0% | $2,234-60.5% |
| Participant deferral / active EE | $2,877 | $6,404-55.1% | $6,842-57.9% | $3,805-24.4% |
| Admin fee / account holder | $97 | $181-46.3% | $9,309-99.0% | $158-38.5% |