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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $312,400 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $31,496 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $20,913 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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 | $62,229 | $47,456+31.1% | $172,739-64.0% | $77,787-20.0% |
| Participation rate | 78.0% | 66.3%+11.7pp | 82.6%-4.7pp | 73.2%+4.8pp |
| Annual return | 23.82% | 35.57%-11.8pp | 802.84%-779.0pp | 32.57%-8.8pp |
| Employer contribution / active EE | $2,987 | $1,574+89.8% | $5,143-41.9% | $2,504+19.3% |
| Participant deferral / active EE | $5,888 | $2,560+130.0% | $5,198+13.3% | $3,967+48.4% |
| Admin fee / account holder | $113 | $81+39.6% | $13,954-99.2% | $100+12.8% |