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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,016 |
DANA INVESTMENT ADVISORS4 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $9,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,143 | $65,435+56.1% | $86,677+17.8% | $66,914+52.6% |
| Participation rate | 90.3% | 75.5%+14.8pp | 76.6%+13.7pp | 69.8%+20.5pp |
| Annual return | -13.18% | -10.89%-2.3pp | 35.91%-49.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,399 | $2,153+11.4% | $2,836-15.4% | $2,544-5.7% |
| Participant deferral / active EE | $8,377 | $4,100+104.3% | $4,656+79.9% | $4,237+97.7% |
| Admin fee / account holder | $257 | $642-59.9% | $7,493-96.6% | $593-56.7% |