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 | $107,888 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $19,794 |
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 | $30,464 | $71,666-57.5% | $117,854-74.2% | $69,631-56.2% |
| Participation rate | 81.1% | 77.5%+3.6pp | 79.7%+1.5pp | 70.7%+10.4pp |
| Annual return | 22.90% | 18.86%+4.0pp | 335.08%-312.2pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $655 | $1,889-65.3% | $3,786-82.7% | $2,032-67.8% |
| Participant deferral / active EE | $2,689 | $3,340-19.5% | $4,482-40.0% | $3,224-16.6% |
| Admin fee / account holder | $160 | $120+32.8% | $8,020-98.0% | $110+44.7% |