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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN NATIONAL TRUST COMPANY Service code 49 · EIN 35-1799335 | Other Services | $18,659 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,368 | $60,349+39.8% | $74,183+13.7% | $62,891+34.1% |
| Participation rate | 95.5% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | -4.55% | 21.37%-25.9pp | 17.74%-22.3pp | 20.14%-24.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,331 | $2,856+16.6% | $3,550-6.2% | $3,203+4.0% |
| Admin fee / account holder | $24 | $4,261-99.4% | $5,586-99.6% | $4,296-99.4% |