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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,905 |
WILLIAMS DERAS & ASSOCIATES INC4+ years Service code 49 · EIN 47-0544779 | Other Services | $1,415 |
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 | $48,318 | $59,186-18.4% | $76,768-37.1% | $56,287-14.2% |
| Participation rate | 84.1% | 75.2%+8.9pp | 77.0%+7.1pp | 69.9%+14.3pp |
| Annual return | -5.55% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,144 | $1,759-34.9% | $2,485-54.0% | $2,111-45.8% |
| Participant deferral / active EE | $3,719 | $3,255+14.3% | $3,852-3.4% | $3,350+11.0% |
| Admin fee / account holder | $123 | $489-74.8% | $6,675-98.2% | $521-76.3% |