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 | $6,621 |
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 | $143,997 | $71,802+100.5% | $133,980+7.5% | $57,658+149.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.55% | 13.51%-5.0pp | 29.30%-20.8pp | 5.13%+3.4pp |
| Employer contribution / active EE | $4,001 | $3,161+26.6% | $5,211-23.2% | $1,974+102.7% |
| Participant deferral / active EE | $9,765 | $4,606+112.0% | $6,282+55.5% | $3,061+219.1% |
| Admin fee / account holder | $14 | $88-83.8% | $9,324-99.8% | $95-85.0% |