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 | $15,110 |
SUTOR, KRYSTAD & ROSENFELD, PLLC1+ years Service code 10 · EIN 20-0628970 | Accounting | $13,000 |
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 | $37,899 | $52,884-28.3% | $84,750-55.3% | $55,167-31.3% |
| Participation rate | 91.9% | 67.5%+24.4pp | 76.6%+15.4pp | 69.0%+23.0pp |
| Annual return | 10.66% | 18.03%-7.4pp | 22.78%-12.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $2,355 | $2,233+5.4% | $3,574-34.1% | $1,963+20.0% |
| Participant deferral / active EE | $2,079 | $2,644-21.4% | $3,712-44.0% | $3,054-31.9% |
| Admin fee / account holder | $134 | $581-76.9% | $5,332-97.5% | $504-73.4% |