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 7-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 | $882 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,712 | $49,227+76.1% | $70,449+23.1% | $79,858+8.6% |
| Participation rate | 20.5% | 69.2%-48.7pp | 75.1%-54.5pp | 69.6%-49.1pp |
| Annual return | 14.09% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,240 | $2,099+102.0% | $2,737+55.0% | $2,471+71.6% |
| Participant deferral / active EE | $9,727 | $2,768+251.4% | $3,709+162.3% | $3,740+160.1% |
| Admin fee / account holder | $7 | $2,878-99.7% | $3,845-99.8% | $5,306-99.9% |