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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,969 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $15,207 |
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 | $65,076 | $38,365+69.6% | $84,611-23.1% | $65,185-0.2% |
| Participation rate | 82.7% | 55.7%+27.1pp | 68.2%+14.5pp | 70.2%+12.5pp |
| Annual return | 18.89% | 32.00%-13.1pp | 258.74%-239.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,364 | $1,258+167.3% | $2,652+26.9% | $2,177+54.6% |
| Participant deferral / active EE | $2,769 | $2,278+21.5% | $3,899-29.0% | $3,514-21.2% |
| Admin fee / account holder | $283 | $451-37.3% | $4,912-94.2% | $847-66.6% |