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 ADVISORS2+ years Filed as: AMERICAN NATIONAL TRUST COMPANY Service code 49 · EIN 35-1799335 | Other Services | $5,504 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $48,989 | $56,629-13.5% | $77,999-37.2% | $55,167-11.2% |
| Participation rate | 30.5% | 73.3%-42.8pp | 75.5%-45.0pp | 69.0%-38.5pp |
| Annual return | 6.01% | 2866.98%-2861.0pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $694 | $1,723-59.7% | $2,470-71.9% | $1,963-64.7% |
| Participant deferral / active EE | $609 | $2,777-78.1% | $3,497-82.6% | $3,054-80.1% |
| Admin fee / account holder | $30 | $467-93.7% | $5,480-99.5% | $504-94.1% |