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 |
|---|---|---|
STEGNER INVESTMENT ASSOCIATES5+ years Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 26 · EIN 06-1153247 | Advisory (Participants) | $54,819 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,094 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $145,175 | $73,404+97.8% | $87,100+66.7% | $67,579+114.8% |
| Participation rate | 65.6% | 80.9%-15.3pp | 76.9%-11.3pp | 71.3%-5.7pp |
| Annual return | 22.23% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,949 | $2,014-3.2% | $2,521-22.7% | $2,148-9.3% |
| Participant deferral / active EE | $4,218 | $3,913+7.8% | $4,049+4.2% | $3,539+19.2% |
| Admin fee / account holder | $111 | $142-21.8% | $7,497-98.5% | $142-22.2% |