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 9-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 INC2 years Filed as: M & T SECURITIES INC Service code 49 · EIN 16-1263079 1 M AND T PLZ FL 6 · BUFFALO, NY 142032309 | Other Services | $11,852 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,969 |
HARPER DANESH LLC1 year Service code 13 · EIN 27-3395775 | Contract Administrator | $6,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,007 | $62,928-79.3% | $172,739-92.5% | $67,579-80.8% |
| Participation rate | 74.7% | 64.5%+10.2pp | 82.6%-8.0pp | 71.3%+3.4pp |
| Annual return | 26.11% | 30.36%-4.2pp | 802.84%-776.7pp | 378.56%-352.4pp |
| Employer contribution / active EE | $753 | $1,636-54.0% | $5,143-85.4% | $2,148-64.9% |
| Participant deferral / active EE | $1,238 | $2,145-42.3% | $5,198-76.2% | $3,539-65.0% |
| Admin fee / account holder | $29 | $167-82.4% | $13,954-99.8% | $142-79.4% |