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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,859 |
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,044 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,725 | $155,795-83.5% | $136,294-81.1% | $69,631-63.1% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.9pp |
| Annual return | 30.75% | 232464.33%-232433.6pp | 5155.94%-5125.2pp | 27571.02%-27540.3pp |
| Employer contribution / active EE | $2,395 | $2,991-19.9% | $4,695-49.0% | $2,032+17.9% |
| Participant deferral / active EE | $7,068 | $5,394+31.0% | $6,247+13.1% | $3,224+119.2% |
| Admin fee / account holder | $58 | $128-54.7% | $9,243-99.4% | $110-47.4% |