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 |
|---|---|---|
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT AGENCY INC. Service code 49 · EIN 16-1305463 | Other Services | $10,441 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $4,748 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 PRINCIPAL FINANACIAL GROUP · DES MOINES, IA 50392 | Contract Administrator | $4,549 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & CO INC. Service code 49 | Other Services | $1,434 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & CO. INC. Service code 49 · EIN 22-2361254 | Other Services | $0 |
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 | $84,657 | $56,629+49.5% | $77,999+8.5% | $55,167+53.5% |
| Participation rate | 99.3% | 73.3%+26.0pp | 75.5%+23.8pp | 69.0%+30.3pp |
| Annual return | 8.59% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $7,268 | $1,723+321.8% | $2,470+194.3% | $1,963+270.3% |
| Participant deferral / active EE | $4,285 | $2,777+54.3% | $3,497+22.5% | $3,054+40.3% |
| Admin fee / account holder | $35 | $467-92.4% | $5,480-99.4% | $504-93.0% |