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 | $1,836 |
SUMMIT INS SERVICES LLC5+ years Service code 49 · EIN 84-1641294 | Other Services | $1,120 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $59,887 | $54,762+9.4% | $90,281-33.7% | $72,985-17.9% |
| Participation rate | 74.7% | 65.1%+9.6pp | 73.3%+1.4pp | 69.5%+5.2pp |
| Annual return | 20.26% | 30.63%-10.4pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,742 | $2,092-16.7% | $2,854-39.0% | $2,440-28.6% |
| Participant deferral / active EE | $3,663 | $2,887+26.9% | $3,885-5.7% | $3,607+1.5% |
| Admin fee / account holder | $24 | $3,972-99.4% | $5,351-99.5% | $5,124-99.5% |