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 |
|---|---|---|
Filed as: DE LA HOZ, PEREZ & BARBE Service code 10 · EIN 86-1316204 | Accounting | $20,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,248 |
USI CONSULTING GROUP8 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,505 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,558 | $89,465+111.9% | $164,866+15.0% | $77,671+144.1% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+14.9pp |
| Annual return | 11.82% | 28.81%-17.0pp | 69.97%-58.2pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,048 | $2,568-20.2% | $4,343-52.8% | $2,726-24.9% |
| Participant deferral / active EE | $6,379 | $4,897+30.2% | $6,033+5.7% | $4,648+37.2% |
| Admin fee / account holder | $117 | $340-65.6% | $12,689-99.1% | $430-72.8% |