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 |
|---|---|---|
SCROGGINSGREAR, INC.2 years Service code 49 · EIN 31-0795487 | Other Services | $13,104 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $1,300 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,180 | $77,660-16.1% | $109,143-40.3% | $79,386-17.9% |
| Participation rate | 75.2% | 67.8%+7.4pp | 75.9%-0.7pp | 70.7%+4.5pp |
| Annual return | 11.88% | 23.44%-11.6pp | 25.75%-13.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,153 | $2,797-23.0% | $3,722-42.1% | $2,427-11.3% |
| Participant deferral / active EE | $4,161 | $3,518+18.3% | $4,653-10.6% | $4,046+2.9% |
| Admin fee / account holder | $13 | $732-98.2% | $6,752-99.8% | $626-97.9% |