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 | $23,214 |
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 | $42,000 | $58,726-28.5% | $92,233-54.5% | $62,292-32.6% |
| Participation rate | 98.4% | 68.3%+30.0pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 13.29% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $3,217 | $2,392+34.5% | $3,679-12.6% | $2,042+57.5% |
| Participant deferral / active EE | $2,613 | $2,766-5.5% | $3,897-32.9% | $3,169-17.5% |
| Admin fee / account holder | $86 | $556-84.6% | $5,194-98.4% | $479-82.1% |