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 |
|---|---|---|
Service code 27 · EIN 68-0207610 | Advisory (Plan) | $54,857 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,649 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,947 | $99,957+23.0% | $149,696-17.9% | $73,488+67.3% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 28.56% | 53.87%-25.3pp | 276.60%-248.0pp | 28.51%+0.1pp |
| Employer contribution / active EE | $63 | $3,191-98.0% | $4,644-98.6% | $2,270-97.2% |
| Participant deferral / active EE | $10,225 | $6,073+68.4% | $6,842+49.4% | $3,740+173.4% |
| Admin fee / account holder | $139 | $551-74.8% | $9,309-98.5% | $513-72.9% |