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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,719 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $45,523 |
CHAPEL & COLLINS3+ years Filed as: CHAPEL & COLLINS, LLC Service code 27 · EIN 84-1286733 | Advisory (Plan) | $31,392 |
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 | $75,136 | $53,925+39.3% | $75,670-0.7% | $69,631+7.9% |
| Participation rate | 99.2% | 71.2%+28.0pp | 72.3%+26.8pp | 70.7%+28.5pp |
| Annual return | 21.22% | 17.84%+3.4pp | 27.34%-6.1pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $2,481 | $1,802+37.7% | $2,352+5.5% | $2,032+22.1% |
| Participant deferral / active EE | $4,783 | $2,569+86.2% | $3,142+52.2% | $3,224+48.4% |
| Admin fee / account holder | $216 | $97+122.1% | $5,800-96.3% | $110+95.3% |