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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $60,562 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,952 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,038 | $71,666+41.0% | $117,854-14.3% | $69,631+45.1% |
| Participation rate | 95.9% | 77.5%+18.3pp | 79.7%+16.2pp | 70.7%+25.2pp |
| Annual return | 24.11% | 18.86%+5.3pp | 335.08%-311.0pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $6,736 | $1,889+256.6% | $3,786+77.9% | $2,032+231.5% |
| Participant deferral / active EE | $9,192 | $3,340+175.3% | $4,482+105.1% | $3,224+185.2% |
| Admin fee / account holder | $37 | $120-69.0% | $8,020-99.5% | $110-66.2% |