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 7-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 | $12,454 |
LTSP, INC.1 year Filed as: LTSP, INC. CERTIFIED PUB Service code 10 · EIN 95-3864890 | Accounting | $9,415 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $7,847 |
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 | $1,513 | $29,369-94.8% | $77,482-98.0% | $73,409-97.9% |
| Participation rate | 76.5% | 37.9%+38.6pp | 54.2%+22.3pp | 72.2%+4.4pp |
| Annual return | 52.34% | 358.15%-305.8pp | 54.79%-2.4pp | 59.29%-7.0pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $831 | $941-11.7% | $1,861-55.3% | $3,805-78.2% |
| Admin fee / account holder | $62 | $123-49.8% | $2,858-97.8% | $158-61.0% |