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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,062 |
TAIT WELLER & BAKER1+ years Filed as: TAIT WELLER Service code 10 · EIN 22-1144520 | Accounting | $8,500 |
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 | $84,730 | $82,032+3.3% | $123,104-31.2% | $59,632+42.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.82% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $5,814 | $3,297+76.3% | $5,151+12.9% | $2,203+163.9% |
| Participant deferral / active EE | $7,739 | $4,667+65.8% | $6,230+24.2% | $3,192+142.5% |
| Admin fee / account holder | $185 | $5,881-96.9% | $9,015-98.0% | $4,297-95.7% |