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 | $38,607 |
BUICK CONSULTANTS, LLC1 year Service code 26 · EIN 13-3954297 | Advisory (Participants) | $37,500 |
401(K) ADVISORS INC1 year Filed as: C&P ADVISORS, LLC Service code 10 · EIN 34-1322309 | Accounting | $13,135 |
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 | $54,121 | $33,232+62.9% | $71,796-24.6% | $63,975-15.4% |
| Participation rate | 88.1% | 60.1%+27.9pp | 69.1%+18.9pp | 71.1%+16.9pp |
| Annual return | 7.40% | 11.99%-4.6pp | 78.04%-70.6pp | 48.65%-41.3pp |
| Employer contribution / active EE | $506 | $723-30.0% | $1,924-73.7% | $2,182-76.8% |
| Participant deferral / active EE | $2,707 | $1,604+68.7% | $2,794-3.1% | $3,356-19.4% |
| Admin fee / account holder | $75 | $63+18.7% | $4,815-98.4% | $70+7.0% |