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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,651 |
CORPORATE SYNERGIES GROUP LLC5+ years Service code 49 · EIN 20-1622581 | Other Services | $1,130 |
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 | $79,775 | $86,332-7.6% | $125,175-36.3% | $65,185+22.4% |
| Participation rate | 91.9% | 75.3%+16.5pp | 79.8%+12.1pp | 70.2%+21.7pp |
| Annual return | 22.73% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,161 | $2,040-43.1% | $3,865-70.0% | $2,177-46.7% |
| Participant deferral / active EE | $2,852 | $3,537-19.4% | $4,937-42.2% | $3,514-18.8% |
| Admin fee / account holder | $33 | $609-94.5% | $9,702-99.7% | $847-96.1% |