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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,366 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,219 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP DBA EVERHA Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,486 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,647 | $89,588-50.2% | $136,007-67.2% | $77,643-42.5% |
| Participation rate | 74.6% | 74.3%+0.3pp | 76.5%-1.9pp | 70.6%+4.0pp |
| Annual return | 19.09% | 17.42%+1.7pp | 579.32%-560.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $1,242 | $3,491-64.4% | $4,217-70.5% | $2,726-54.4% |
| Participant deferral / active EE | $4,921 | $5,591-12.0% | $7,025-30.0% | $4,647+5.9% |
| Admin fee / account holder | $195 | $539-63.8% | $6,858-97.2% | $430-54.6% |