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 | $23,281 |
PARK AVENUE SECURITIES LLC5+ years Service code 49 · EIN 13-4023176 | Other Services | $4,723 |
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 | $53,630 | $51,620+3.9% | $90,281-40.6% | $65,185-17.7% |
| Participation rate | 79.1% | 68.6%+10.5pp | 73.3%+5.8pp | 70.2%+8.9pp |
| Annual return | 22.94% | 24.94%-2.0pp | 78.10%-55.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $852 | $2,235-61.9% | $2,854-70.2% | $2,177-60.9% |
| Participant deferral / active EE | $2,859 | $2,871-0.4% | $3,885-26.4% | $3,514-18.6% |
| Admin fee / account holder | $157 | $384-59.1% | $5,351-97.1% | $847-81.4% |