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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,807 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING Service code 10 · EIN 34-1897225 | Accounting | $22,000 |
S B H U LIFE AGENCY INC7+ years Service code 49 · EIN 13-2896238 | Other Services | $7,851 |
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 | $46,855 | $104,317-55.1% | $159,436-70.6% | $86,799-46.0% |
| Participation rate | 81.8% | 77.7%+4.1pp | 82.8%-1.0pp | 72.3%+9.5pp |
| Annual return | 16.08% | 26.32%-10.2pp | 263.57%-247.5pp | 97.91%-81.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,778 | $6,837-15.5% | $7,352-21.4% | $4,131+39.9% |
| Admin fee / account holder | $240 | $172+39.4% | $10,799-97.8% | $170+41.6% |