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 | $14,599 |
ASSOCIATES IN INSURANCE CONCEPT SER3+ years Service code 49 · EIN 95-3410460 | Other Services | $9,175 |
REDFERN & COMPANY2 years Service code 10 · EIN 20-8295356 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,280 | $155,795-47.8% | $136,294-40.4% | $69,631+16.7% |
| Participation rate | 93.4% | 75.2%+18.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,709 | $2,991-42.9% | $4,695-63.6% | $2,032-15.9% |
| Participant deferral / active EE | $4,887 | $5,394-9.4% | $6,247-21.8% | $3,224+51.6% |
| Admin fee / account holder | $42 | $128-67.2% | $9,243-99.5% | $110-61.9% |