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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,408 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT AGENCY INC Service code 49 · EIN 16-1305463 | Other Services | $0 |
Employer contribution per participant 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 | $34,959 | $46,072-24.1% | $70,014-50.1% | $55,167-36.6% |
| Participation rate | 71.9% | 67.5%+4.5pp | 71.8%+0.1pp | 69.0%+3.0pp |
| Annual return | 13.35% | 8.68%+4.7pp | 12.99%+0.4pp | 169.23%-155.9pp |
| Employer contribution / active EE | $337 | $1,500-77.5% | $2,338-85.6% | $1,963-82.8% |
| Participant deferral / active EE | $2,582 | $2,344+10.2% | $2,931-11.9% | $3,054-15.5% |
| Admin fee / account holder | $13 | $428-97.0% | $4,380-99.7% | $504-97.5% |