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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,718 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $23,652 |
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 | $24,995 | $46,173-45.9% | $170,442-85.3% | $69,631-64.1% |
| Participation rate | 89.4% | 63.9%+25.5pp | 83.6%+5.8pp | 70.7%+18.7pp |
| Annual return | 14.16% | 21.62%-7.5pp | 205.93%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,082 | $1,610-32.8% | $5,433-80.1% | $2,032-46.8% |
| Participant deferral / active EE | $1,905 | $2,080-8.4% | $4,939-61.4% | $3,224-40.9% |
| Admin fee / account holder | $84 | $116-27.3% | $13,880-99.4% | $110-23.6% |