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 | $17,584 |
WILLIAMS DERAS & ASSOCIATES INC3+ years Service code 49 · EIN 47-0544779 | Other Services | $1,136 |
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 | $63,531 | $64,909-2.1% | $82,313-22.8% | $62,292+2.0% |
| Participation rate | 73.3% | 74.9%-1.5pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 19.49% | 21.18%-1.7pp | 25.88%-6.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,170 | $1,676-30.2% | $2,428-51.8% | $2,042-42.7% |
| Participant deferral / active EE | $3,901 | $3,103+25.7% | $3,706+5.3% | $3,169+23.1% |
| Admin fee / account holder | $158 | $440-64.0% | $5,608-97.2% | $479-66.9% |