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 | $76,100 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $12,454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,232 | $107,378-76.5% | $108,579-76.8% | $57,658-56.2% |
| Participation rate | 87.8% | 77.1%+10.7pp | 79.6%+8.2pp | 70.2%+17.6pp |
| Annual return | 8.92% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $724 | $1,782-59.4% | $3,758-80.7% | $1,974-63.3% |
| Participant deferral / active EE | $2,565 | $3,221-20.4% | $4,311-40.5% | $3,061-16.2% |
| Admin fee / account holder | $123 | $108+13.7% | $7,645-98.4% | $95+30.5% |