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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,755 |
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $10,165 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,161 | $56,629-60.9% | $77,999-71.6% | $55,167-59.8% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.5%+23.1pp | 69.0%+29.6pp |
| Annual return | 7.63% | 2866.98%-2859.4pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $968 | $1,723-43.8% | $2,470-60.8% | $1,963-50.7% |
| Participant deferral / active EE | $2,904 | $2,777+4.6% | $3,497-17.0% | $3,054-4.9% |
| Admin fee / account holder | $64 | $467-86.2% | $5,480-98.8% | $504-87.2% |