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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,720 |
PETER C FOY & ASSOCIATES INSURANCE4+ years Service code 49 · EIN 95-4281021 | Other Services | $26,994 |
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 | $28,799 | $43,999-34.5% | $79,464-63.8% | $55,725-48.3% |
| Participation rate | 84.6% | 66.9%+17.6pp | 73.3%+11.2pp | 70.9%+13.7pp |
| Annual return | -5.52% | 1.81%-7.3pp | 718.14%-723.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $400 | $1,830-78.2% | $2,800-85.7% | $2,078-80.8% |
| Participant deferral / active EE | $1,689 | $2,538-33.4% | $3,704-54.4% | $3,356-49.7% |
| Admin fee / account holder | $136 | $118+15.3% | $5,113-97.3% | $115+17.7% |