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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,681 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,685 | $50,815-55.4% | $155,509-85.4% | $77,643-70.8% |
| Participation rate | 83.1% | 63.1%+20.0pp | 78.2%+4.9pp | 70.6%+12.5pp |
| Annual return | 9.09% | 34.80%-25.7pp | 64.67%-55.6pp | 31.24%-22.1pp |
| Employer contribution / active EE | $937 | $1,993-53.0% | $4,672-80.0% | $2,726-65.6% |
| Participant deferral / active EE | $1,311 | $2,822-53.6% | $5,626-76.7% | $4,647-71.8% |
| Admin fee / account holder | $46 | $437-89.4% | $15,912-99.7% | $430-89.3% |