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 |
|---|---|---|
JJB HILLIARD W L LYONS LLC2+ years Service code 49 · EIN 26-2333067 | Other Services | $26,011 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,007 | $37,213-22.1% | $156,549-81.5% | $63,975-54.7% |
| Participation rate | 48.3% | 65.0%-16.7pp | 84.0%-35.7pp | 71.1%-22.9pp |
| Annual return | 11.53% | 47.89%-36.4pp | 32.23%-20.7pp | 48.65%-37.1pp |
| Employer contribution / active EE | $858 | $1,357-36.8% | $5,501-84.4% | $2,182-60.7% |
| Participant deferral / active EE | $2,015 | $2,070-2.7% | $4,871-58.6% | $3,356-40.0% |
| Admin fee / account holder | $26 | $56-54.7% | $13,027-99.8% | $70-63.7% |