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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,544 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES DENTAL TECHNOLOGIES Service code 13 · EIN 16-0991250 | Contract Administrator | $0 |
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 | $63,937 | $55,415+15.4% | $155,509-58.9% | $74,495-14.2% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 10.51% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,354 | $2,836+53.5% | $5,626-22.6% | $4,346+0.2% |
| Admin fee / account holder | $221 | $1,738-87.3% | $15,912-98.6% | $1,942-88.6% |