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 | $9,512 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,197 |
Participant contribution per participant 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 | $23,581 | $75,388-68.7% | $123,544-80.9% | $55,725-57.7% |
| Participation rate | 89.5% | 75.7%+13.8pp | 82.3%+7.2pp | 70.9%+18.6pp |
| Annual return | -4.95% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,007 | $3,063-67.1% | $4,628-78.2% | $2,078-51.5% |
| Participant deferral / active EE | $1,672 | $5,651-70.4% | $6,426-74.0% | $3,356-50.2% |
| Admin fee / account holder | $100 | $120-16.5% | $9,284-98.9% | $115-13.2% |