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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,825 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES DENTAL TECHNOLOGIES Service code 13 · EIN 16-0991250 | Contract Administrator | $5,215 |
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 | $65,837 | $61,272+7.5% | $149,673-56.0% | $71,457-7.9% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 15.19% | 35.85%-20.7pp | 134.42%-119.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,616 | $2,917+58.2% | $5,680-18.7% | $4,289+7.6% |
| Admin fee / account holder | $214 | $1,261-83.1% | $13,210-98.4% | $1,587-86.5% |