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 | $16,500 |
WILLIAMS DERAS & ASSOCIATES INC5+ years Service code 49 · EIN 47-0544779 | Other Services | $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 | $64,777 | $65,376-0.9% | $87,100-25.6% | $65,185-0.6% |
| Participation rate | 77.9% | 75.3%+2.5pp | 76.9%+1.0pp | 70.2%+7.7pp |
| Annual return | 24.30% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,375 | $1,822-24.5% | $2,521-45.5% | $2,177-36.8% |
| Participant deferral / active EE | $4,511 | $3,388+33.1% | $4,049+11.4% | $3,514+28.4% |
| Admin fee / account holder | $118 | $520-77.3% | $7,497-98.4% | $847-86.1% |