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 | $216,224 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $78,587 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,334 | $105,247-77.8% | $87,100-73.2% | $77,787-70.0% |
| Participation rate | 90.5% | 85.8%+4.7pp | 76.9%+13.7pp | 73.2%+17.3pp |
| Annual return | 19.12% | 24.52%-5.4pp | 28.19%-9.1pp | 32.57%-13.5pp |
| Employer contribution / active EE | $1,435 | $2,895-50.4% | $2,521-43.1% | $2,504-42.7% |
| Participant deferral / active EE | $2,984 | $5,060-41.0% | $4,049-26.3% | $3,967-24.8% |
| Admin fee / account holder | $138 | $104+32.1% | $7,497-98.2% | $100+37.9% |