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 |
|---|---|---|
SUMMIT INS SERVICES LLC3+ years Service code 49 · EIN 84-1641294 | Other Services | $1,745 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,365 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,800 | $53,127+5.0% | $86,590-35.6% | $70,131-20.4% |
| Participation rate | 76.4% | 65.3%+11.1pp | 73.5%+2.9pp | 69.5%+6.9pp |
| Annual return | 15.43% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,529 | $2,068-26.1% | $2,839-46.1% | $2,342-34.7% |
| Participant deferral / active EE | $3,337 | $2,696+23.8% | $3,609-7.5% | $3,332+0.2% |
| Admin fee / account holder | $16 | $3,585-99.5% | $4,906-99.7% | $4,645-99.6% |