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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,753 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $33,706 |
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 | $39,821 | $69,305-42.5% | $82,313-51.6% | $69,631-42.8% |
| Participation rate | 96.7% | 80.3%+16.5pp | 76.9%+19.8pp | 70.7%+26.0pp |
| Annual return | 45.52% | 21.47%+24.1pp | 25.88%+19.6pp | 27571.02%-27525.5pp |
| Employer contribution / active EE | $1,114 | $1,887-41.0% | $2,428-54.1% | $2,032-45.2% |
| Participant deferral / active EE | $2,937 | $3,568-17.7% | $3,706-20.7% | $3,224-8.9% |
| Admin fee / account holder | $262 | $97+169.8% | $5,608-95.3% | $110+137.5% |