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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,614 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $11,028 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,957 | $65,561-26.9% | $91,541-47.6% | $74,304-35.5% |
| Participation rate | 90.8% | 56.6%+34.2pp | 69.8%+21.1pp | 60.3%+30.5pp |
| Annual return | 13.35% | 17.68%-4.3pp | 20.50%-7.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $701 | $1,717-59.2% | $2,505-72.0% | $2,241-68.7% |
| Participant deferral / active EE | $3,684 | $2,918+26.2% | $4,008-8.1% | $3,767-2.2% |
| Admin fee / account holder | $256 | $3,333-92.3% | $6,956-96.3% | $2,969-91.4% |