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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,526 |
S B H U LIFE AGENCY INC6+ years Service code 49 · EIN 13-2896238 | Other Services | $1,874 |
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 | $121,490 | $69,362+75.2% | $101,248+20.0% | $73,488+65.3% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | 12.65% | 18.46%-5.8pp | 46.47%-33.8pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,891 | $2,628-28.1% | $3,660-48.3% | $2,270-16.7% |
| Participant deferral / active EE | $6,684 | $3,300+102.5% | $4,370+52.9% | $3,740+78.7% |
| Admin fee / account holder | $30 | $704-95.7% | $5,945-99.5% | $513-94.1% |