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 | $58,717 |
PETER C FOY & ASSOCIATES INSURANCE6+ years Service code 49 · EIN 95-4281021 | Other Services | $29,706 |
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 | $37,863 | $52,670-28.1% | $90,404-58.1% | $73,409-48.4% |
| Participation rate | 81.7% | 67.7%+14.0pp | 72.7%+9.0pp | 72.2%+9.5pp |
| Annual return | 13.63% | 20.70%-7.1pp | 1293.02%-1279.4pp | 59.29%-45.7pp |
| Employer contribution / active EE | $402 | $1,872-78.5% | $3,262-87.7% | $2,234-82.0% |
| Participant deferral / active EE | $1,576 | $2,807-43.8% | $3,963-60.2% | $3,805-58.6% |
| Admin fee / account holder | $95 | $117-18.2% | $5,611-98.3% | $158-39.5% |