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 | $49,034 |
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 | $106,680 | $46,423+129.8% | $75,886+40.6% | $67,579+57.9% |
| Participation rate | 99.7% | 63.1%+36.6pp | 69.3%+30.4pp | 71.3%+28.4pp |
| Annual return | 21.35% | 32.29%-10.9pp | 30.76%-9.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,448 | $1,406+3.0% | $2,500-42.1% | $2,148-32.6% |
| Participant deferral / active EE | $5,359 | $2,564+109.0% | $3,603+48.7% | $3,539+51.4% |
| Admin fee / account holder | $130 | $132-1.1% | $5,418-97.6% | $142-8.4% |