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 | $66,823 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,638 | $69,231+59.8% | $91,989+20.3% | $67,579+63.7% |
| Participation rate | 98.1% | 78.9%+19.2pp | 78.6%+19.5pp | 71.3%+26.9pp |
| Annual return | 3.12% | 32.03%-28.9pp | 69.02%-65.9pp | 378.56%-375.4pp |
| Employer contribution / active EE | $1,140 | $2,284-50.1% | $3,452-67.0% | $2,148-46.9% |
| Participant deferral / active EE | $5,712 | $5,854-2.4% | $5,923-3.6% | $3,539+61.4% |
| Admin fee / account holder | $88 | $107-17.8% | $7,743-98.9% | $142-37.9% |