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 | $47,144 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,530 |
SHERMAN & HOWARD1 year Filed as: SHERMAN AND HOWARD LLC Service code 29 · EIN 84-0420314 | Legal | $6,267 |
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 | $51,198 | $88,515-42.2% | $162,163-68.4% | $67,579-24.2% |
| Participation rate | 78.8% | 86.8%-8.0pp | 87.6%-8.8pp | 71.3%+7.5pp |
| Annual return | 25.83% | 27.04%-1.2pp | 115.59%-89.8pp | 378.56%-352.7pp |
| Employer contribution / active EE | $1,763 | $3,563-50.5% | $5,614-68.6% | $2,148-17.9% |
| Participant deferral / active EE | $3,678 | $5,724-35.7% | $7,298-49.6% | $3,539+3.9% |
| Admin fee / account holder | $264 | $124+113.1% | $10,843-97.6% | $142+85.2% |