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 9-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 | $19,649 |
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $12,880 |
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 | $78,196 | $42,548+83.8% | $74,550+4.9% | $56,287+38.9% |
| Participation rate | 79.1% | 60.5%+18.6pp | 69.1%+10.0pp | 69.9%+9.3pp |
| Annual return | -2.96% | 12.40%-15.4pp | 32.53%-35.5pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,127 | $855+31.8% | $1,961-42.5% | $2,111-46.6% |
| Participant deferral / active EE | $4,030 | $2,277+77.0% | $3,108+29.7% | $3,350+20.3% |
| Admin fee / account holder | $143 | $467-69.3% | $5,060-97.2% | $521-72.5% |