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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,128 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,784 |
KMJ CORBIN & COMPANY LLP1 year Service code 10 · EIN 81-0569753 | Accounting | $12,480 |
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 | $133,254 | $100,801+32.2% | $149,696-11.0% | $73,409+81.5% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 23.30% | 265.34%-242.0pp | 276.60%-253.3pp | 59.29%-36.0pp |
| Employer contribution / active EE | $2,227 | $3,312-32.8% | $4,644-52.1% | $2,234-0.3% |
| Participant deferral / active EE | $9,111 | $6,404+42.3% | $6,842+33.2% | $3,805+139.4% |
| Admin fee / account holder | $251 | $181+38.9% | $9,309-97.3% | $158+59.1% |