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 |
|---|---|---|
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $36,889 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,516 |
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 | $125,083 | $73,638+69.9% | $95,952+30.4% | $73,488+70.2% |
| Participation rate | 90.6% | 76.2%+14.4pp | 77.1%+13.5pp | 70.7%+19.9pp |
| Annual return | 16.75% | 16.78%0pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,336 | $1,863-28.3% | $2,541-47.4% | $2,270-41.2% |
| Participant deferral / active EE | $3,680 | $3,617+1.8% | $4,167-11.7% | $3,740-1.6% |
| Admin fee / account holder | $35 | $482-92.8% | $6,795-99.5% | $513-93.2% |