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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,926 |
SUMMIT INS SERVICES LLC4+ years Service code 49 · EIN 84-1641294 | Other Services | $1,351 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,234 | $49,177-3.9% | $79,464-40.6% | $64,186-26.4% |
| Participation rate | 78.4% | 65.0%+13.4pp | 73.3%+5.1pp | 69.6%+8.8pp |
| Annual return | -5.19% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,672 | $2,076-19.5% | $2,800-40.3% | $2,381-29.8% |
| Participant deferral / active EE | $3,659 | $2,821+29.7% | $3,704-1.2% | $3,470+5.5% |
| Admin fee / account holder | $24 | $3,839-99.4% | $5,113-99.5% | $4,888-99.5% |