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 | $8,285 |
Service code 49 · EIN 95-3410460 | Other Services | $6,553 |
REDFERN & COMPANY1 year Service code 10 · EIN 20-8295356 | Accounting | $6,500 |
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 | $84,852 | $80,177+5.8% | $123,892-31.5% | $57,658+47.2% |
| Participation rate | 84.2% | 74.4%+9.7pp | 81.4%+2.7pp | 70.2%+13.9pp |
| Annual return | 8.98% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,486 | $2,913-49.0% | $4,617-67.8% | $1,974-24.7% |
| Participant deferral / active EE | $4,413 | $5,130-14.0% | $5,984-26.3% | $3,061+44.2% |
| Admin fee / account holder | $20 | $106-81.4% | $8,357-99.8% | $95-79.0% |