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 8-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,475 |
COUSINS EMPLOYEES LLC1 year Service code 10 · EIN 81-3732402 | Accounting | $5,269 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $86,840 | $48,471+79.2% | $182,532-52.4% | $67,579+28.5% |
| Participation rate | 91.9% | 67.2%+24.8pp | 78.0%+14.0pp | 71.3%+20.7pp |
| Annual return | 29.56% | 31.08%-1.5pp | 148.54%-119.0pp | 378.56%-349.0pp |
| Employer contribution / active EE | $2,655 | $1,461+81.7% | $4,076-34.9% | $2,148+23.6% |
| Participant deferral / active EE | $5,681 | $3,324+70.9% | $5,524+2.8% | $3,539+60.5% |
| Admin fee / account holder | $134 | $151-11.5% | $8,592-98.4% | $142-5.9% |