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 | $10,399 |
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 | $152,702 | $80,005+90.9% | $140,016+9.1% | $55,725+174.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.32% | 0.46%-4.8pp | 651.12%-655.4pp | 244.93%-249.3pp |
| Employer contribution / active EE | $4,701 | $3,403+38.2% | $5,606-16.1% | $2,078+126.2% |
| Participant deferral / active EE | $10,376 | $5,264+97.1% | $6,927+49.8% | $3,356+209.2% |
| Admin fee / account holder | $20 | $116-82.9% | $10,705-99.8% | $115-82.9% |