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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,110 |
CORPORATE SYNERGIES GROUP LLC4+ years Service code 49 · EIN 20-1622581 | Other Services | $2,082 |
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 | $63,626 | $66,302-4.0% | $110,238-42.3% | $56,287+13.0% |
| Participation rate | 96.2% | 74.9%+21.3pp | 79.8%+16.4pp | 69.9%+26.4pp |
| Annual return | -6.17% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,170 | $2,047-42.9% | $3,826-69.4% | $2,111-44.6% |
| Participant deferral / active EE | $2,859 | $3,381-15.4% | $4,672-38.8% | $3,350-14.6% |
| Admin fee / account holder | $22 | $698-96.9% | $8,547-99.7% | $521-95.8% |