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 |
|---|---|---|
HOJLO, DAVID L.1+ years Service code 49 687 HIGHLAND AVE · NEEDHAM, MA 024942232 | Other Services | $16,502 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,931 | $52,884-24.5% | $84,750-52.9% | $55,167-27.6% |
| Participation rate | 97.3% | 67.5%+29.7pp | 76.6%+20.7pp | 69.0%+28.3pp |
| Annual return | 51.31% | 18.03%+33.3pp | 22.78%+28.5pp | 169.23%-117.9pp |
| Employer contribution / active EE | $2,503 | $2,233+12.1% | $3,574-30.0% | $1,963+27.5% |
| Participant deferral / active EE | $6,839 | $2,644+158.7% | $3,712+84.3% | $3,054+123.9% |
| Admin fee / account holder | $11 | $581-98.0% | $5,332-99.8% | $504-97.7% |