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 |
|---|---|---|
CADARET GRANT & CO INC3+ years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $38,836 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,898 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,749 | $59,535+101.1% | $90,160+32.8% | $62,292+92.2% |
| Participation rate | 89.1% | 73.0%+16.1pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 14.79% | 23.53%-8.7pp | 34.88%-20.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $860 | $1,826-52.9% | $3,318-74.1% | $2,042-57.9% |
| Participant deferral / active EE | $5,518 | $4,639+19.0% | $5,288+4.4% | $3,169+74.1% |
| Admin fee / account holder | $35 | $337-89.6% | $5,943-99.4% | $479-92.7% |