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 |
|---|---|---|
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $15,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,310 |
S B H U LIFE AGENCY INC5+ years Service code 49 · EIN 13-2896238 | Other Services | $3,016 |
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 | $46,838 | $88,122-46.8% | $141,162-66.8% | $67,579-30.7% |
| Participation rate | 82.1% | 76.5%+5.6pp | 82.5%-0.4pp | 71.3%+10.8pp |
| Annual return | 30.49% | 75.40%-44.9pp | 71.39%-40.9pp | 378.56%-348.1pp |
| Employer contribution / active EE | $1,071 | $3,224-66.8% | $4,735-77.4% | $2,148-50.1% |
| Participant deferral / active EE | $6,493 | $5,958+9.0% | $6,709-3.2% | $3,539+83.5% |
| Admin fee / account holder | $60 | $131-54.5% | $10,261-99.4% | $142-58.1% |