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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,037 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $11,647 |
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $8,440 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746744 | Accounting | $8,045 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,313 | $106,028-50.7% | $146,958-64.4% | $77,643-32.6% |
| Participation rate | 83.1% | 78.4%+4.8pp | 82.2%+1.0pp | 70.6%+12.6pp |
| Annual return | 15.03% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,174 | $7,990-10.2% | $8,070-11.1% | $4,647+54.4% |
| Admin fee / account holder | $246 | $337-27.2% | $12,998-98.1% | $430-42.9% |