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 49 · EIN 74-2794194 | Other Services | $11,113 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,121 |
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 | $73,496 | $75,284-2.4% | $91,001-19.2% | $69,631+5.6% |
| Participation rate | 99.5% | 80.4%+19.1pp | 75.6%+23.9pp | 70.7%+28.8pp |
| Annual return | 16.86% | 48.40%-31.5pp | 4.60%+12.3pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3,309 | $2,473+33.8% | $2,456+34.7% | $2,032+62.8% |
| Participant deferral / active EE | $3,711 | $3,700+0.3% | $3,547+4.6% | $3,224+15.1% |
| Admin fee / account holder | $14 | $111-87.6% | $5,417-99.7% | $110-87.5% |