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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $14,028 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,424 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,457 | $89,355-54.7% | $141,162-71.3% | $72,985-44.6% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 26.03% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,991 | $3,114-36.1% | $4,735-58.0% | $2,440-18.4% |
| Participant deferral / active EE | $5,454 | $5,418+0.7% | $6,709-18.7% | $3,607+51.2% |
| Admin fee / account holder | $164 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |