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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $667,090 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 20-8764829 | Other Services | $82,503 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $65,855 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $30,909 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $12,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,390 | $67,679-34.4% | $155,509-71.5% | $99,062-55.2% |
| Participation rate | 84.9% | 67.2%+17.7pp | 78.2%+6.7pp | 71.6%+13.3pp |
| Annual return | 14.98% | 16.16%-1.2pp | 64.67%-49.7pp | 17.66%-2.7pp |
| Employer contribution / active EE | $299 | $2,268-86.8% | $4,672-93.6% | $3,262-90.8% |
| Participant deferral / active EE | $4,565 | $3,828+19.2% | $5,626-18.9% | $5,331-14.4% |
| Admin fee / account holder | $126 | $94+34.0% | $15,912-99.2% | $109+15.2% |