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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,529 |
CHAPEL & COLLINS2+ years Filed as: CHAPEL & COLLINS, LLC Service code 27 · EIN 84-1286733 | Advisory (Plan) | $52,464 |
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 | $61,116 | $50,106+22.0% | $70,014-12.7% | $57,658+6.0% |
| Participation rate | 99.0% | 70.9%+28.1pp | 71.8%+27.1pp | 70.2%+28.7pp |
| Annual return | 11.20% | 14.58%-3.4pp | 12.99%-1.8pp | 5.13%+6.1pp |
| Employer contribution / active EE | $2,359 | $1,739+35.6% | $2,338+0.9% | $1,974+19.5% |
| Participant deferral / active EE | $4,362 | $2,486+75.5% | $2,931+48.8% | $3,061+42.5% |
| Admin fee / account holder | $127 | $89+42.5% | $4,380-97.1% | $95+34.5% |