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 | $53,138 |
PETER C FOY & ASSOCIATES INSURANCE3+ years Service code 49 · EIN 95-4281021 | Other Services | $25,287 |
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 | $31,790 | $46,100-31.0% | $86,590-63.3% | $69,631-54.3% |
| Participation rate | 87.4% | 67.2%+20.3pp | 73.5%+13.9pp | 70.7%+16.8pp |
| Annual return | 14.70% | 21.02%-6.3pp | 964.84%-950.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $407 | $1,850-78.0% | $2,839-85.7% | $2,032-80.0% |
| Participant deferral / active EE | $1,743 | $2,432-28.3% | $3,609-51.7% | $3,224-45.9% |
| Admin fee / account holder | $88 | $94-5.9% | $4,906-98.2% | $110-20.1% |