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 9-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 | $73,077 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,977 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER Service code 10 · EIN 38-1337372 | Accounting | $7,800 |
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 | $67,397 | $185,342-63.6% | $111,297-39.4% | $86,799-22.4% |
| Participation rate | 97.8% | 81.0%+16.8pp | 77.3%+20.5pp | 72.3%+25.5pp |
| Annual return | 16.77% | 500.80%-484.0pp | 54.65%-37.9pp | 97.91%-81.1pp |
| Employer contribution / active EE | $1,037 | $2,246-53.8% | $2,731-62.0% | $2,405-56.9% |
| Participant deferral / active EE | $4,530 | $4,458+1.6% | $4,487+1.0% | $4,131+9.7% |
| Admin fee / account holder | $128 | $255-49.8% | $7,964-98.4% | $170-24.4% |